As you approach retirement, navigating the Social Security system to optimize your benefits becomes a crucial puzzle to solve. The decision of when to start claiming your Social Security benefits can significantly impact your retirement income, making it essential to...
Are you approaching retirement and wondering how to make the most of your hard-earned money? Look no further. In this article, we will explore powerful strategies for maximizing tax efficiency in retirement, helping you keep more money in your pocket and enjoy the...
Beginning at age 73, most retirement savers are required to take Required Minimum Distributions (RMDs) each year, regardless if they need or want the funds. These distributions are taxable at their ordinary income tax rate, which increases the individual’s total...
Tenet’s Monthly Investment Insights: November 2023 As we delve into the intricate world of investments, our Monthly Investment Commentary provides you with a comprehensive overview of the current market trends, economic indicators, and potential opportunities. Our...
With the complexities of managing a dental practice, dentists often find themselves juggling patient care, business operations, and financial planning. Associate dentists also face many of these same complexities, especially those that are fresh out of dental school...
Are you a physician looking to optimize your financial success? Transitioning from medical school to a lucrative career can be challenging, but with the right guidance, you can thrive financially. In this article, we explore how financial advisors can help physicians...
With the 3rd quarter officially in the books, Kevan provides a recap of financial market performance and events in this video. Market volatility has continued as investors are still keeping an eye on inflation and the Federal Reserve actions, not to mention the...
Planning for retirement is a top priority for most Americans, and finding the right strategies and solutions to secure a comfortable future is crucial. For both business owners and individuals, there are several different options to consider, including SIMPLE IRAs,...
In the world of marriage, love and commitment are the pillars that hold a relationship together. However, when it comes to handling money matters, even the strongest unions can be tested. Financial stress is a common cause of tension and conflict between partners, and...
Are you looking for a way to give back to your community while also reducing your taxable income? Look no further, because we have a guide to utilizing charitable giving for tax savings. Donating to charitable causes not only allows you to support the organizations...
Major Index Returns – QTD & YTD 2023 Global equities ended August in the red as markets were unable to look past weaker-than-anticipated economic data in China, pulling global benchmarks lower for the month. The S&P 500 Index fell 1.6% in August; during the...
In today’s fast-paced world, finding the balance in your investment portfolio can seem like a daunting task. With so many options to choose from, it’s easy to feel overwhelmed and unsure of where to start. That’s where this guide comes in. We...
Are you looking to optimize your investment portfolio and maximize your returns? Look no further! In this article, we will explore five asset allocation strategies that can help you achieve your financial goals. Successful investors understand the importance of...
Major Index Returns – QTD & YTD 2023 Strong second quarter U.S. GDP growth, moderating inflation trends and robust earnings reports continued to support equity market performance in July. Equity returns were positive across the spectrum in July as investors raised...
Building a lasting and meaningful legacy is a goal that many families aspire to. And at the heart of leaving a lasting impact for future generations is generational wealth. But what exactly is generational wealth, and why is it so important? Generational wealth refers...
Major Index Returns – Q1 2023 Markets roared higher in the 2nd quarter and ended the first half of the year with excellent returns overall. Most of the performance has been driven by inflation that is cooling faster than expected, strong jobs data, and better than...
As most rising college freshman are on the cusp of becoming legal adults, many of these legal documents can help them to protect themselves and allow you as their parent to help them should something unexpected happen. It is important for your teen and you to discuss...
Congratulations! Your child has successfully navigated their high school years and is preparing to embark on the exciting journey into college life. As CERTIFIED FINANCIAL PLANNER TM Professionals, we understand the importance of setting a strong financial foundation...
A Boost for Couples’ Financial Well-being In a world where healthcare costs continue to rise, it’s crucial for individuals and families to have access to robust financial tools that can help them navigate these expenses. Health Savings Accounts (HSAs) have...
This past year, we have had the privilege of serving as the sponsor for United Way of Champaign County’s Women Untied initiative. Through our involvement, we have learned so much about our community and the powerful work being done by our neighbors at United Way. ...