3 Financial Moves to Make in the New Year Key Takeaways A well-designed financial plan gives you the freedom to choose how to spend your...

The Federal Reserve cut interest rates by 0.25 percentage points, despite rising inflation and an upward revision to GDP growth. Core Personal Consumption Expenditures (PCE)...

Questions: "Is it better to buy or lease a car?" and "Should I pay cash or finance a car?" Answer: It depends on how you...

How to maximize your deductions Updated April 2025 Understanding the expenses you can and cannot write off for your small-to-mid-sized business is critical for optimizing...

Funding limits continue to reflect rising inflation Key Takeaways Every year, the IRS adjusts retirement plan contribution limits for inflation. Increases in contribution limits allow...

The SECURE Act can help you get back on track. Key Takeaways The Rule of 4% helps you estimate the amount of money you can...

Retirement savings or paying down debt? Which takes priority? CWA Financial Planner Sarah Oliver shares a smart savings strategy for increasing your savings.

Each of the 3 personal financial lifecycle phases plays a vital role in helping you grow, enjoy & pass on the spoils of your hard...

Politics don't need to have a place in your portfolio Key Takeaways Historical data proves it's impossible to time the market. A good financial strategy...

Your parental rights have changed Key Takeaways As young adults gain more legal rights, their parents lose them. Be prepared with the legal documents parents...

Is your cash savings strategy optimized to fit your life? Key Takeaways When your emergency fund is set and you have extra cash available, tailor...