As we begin the final quarter of the year, financial markets and the economy have defied the expectations of many investors. Rather than falling into recession, the economy has grown steadily, albeit at a slower pace, and inflation rates have fallen toward the Fed’s...
As the year draws to a close, savvy investors and taxpayers turn their attention to a crucial financial task: year-end tax planning. It may be even more top of mind this year with a presidential election approaching and the potential for tax policy changes in 2025...
Inheriting an Individual Retirement Account (IRA) can be both a blessing and a source of confusion. An inherited IRA is a retirement account that you receive as a beneficiary after the original owner’s death. While these accounts can provide significant...
When it comes to financial planning, one crucial aspect that’s often overlooked is the proper naming and updating of beneficiaries across various accounts and policies. This seemingly simple task can have far-reaching implications for your loved ones and the...
The Federal Reserve’s interest rate decisions remain a focal point for markets. After months of speculation and anticipation, the Fed finally moved forward with their first rate cut of 0.50% last week while also forecasting additional cuts this year and into...
With less than two months until the presidential election, the policy platforms for President Donald Trump and Vice President Kamala Harris are gradually forming. Through speeches and debates, each candidate is laying out what they stand for and how they would change...