With the second rate cut of the year and a third expected by year-end, it’s a crucial time to take advantage of lower refinancing rates...

Is there a fixed safe withdrawal rate for every retirement plan? It may depend on lifestyle, asset allocation and personal financial goals. So how do...

There is no one-size-fits-all approach to end-of-year tax strategies, so it's crucial for business owners to know where they can maximize their deductions and start...

Benjamin Franklin famously summarized the financial concept of compounding by saying, “A penny saved is a penny earned.” Leveraging compound interest is essential for building your...

Tax diversification allows for flexibility in reallocating your savings when unexpected expenses arise. But with the new tax law changes, should your tax savings strategies...

The recent Fed cut makes refinancing your loans seem like an appealing course of action. However, the type of loan, debt interest rates and future...

Estate planning encompasses more than passing down family heirlooms and large sums of wealth. Creating an estate plan ensures your loved ones are taken care...

In the last few years, hygiene staff have been hard to come by, not to mention with higher hourly rates than before.  From recruiting to...

The One Big Beautiful Bill made several tax reforms permanent, creating a significant opportunity for your financial plan to incorporate strategic, proactive decision-making in your...

AI demands energy and infrastructure to operate at its full potential. But do these demands exceed current capacity, and how do markets respond to further...

The One Big Beautiful Bill made updates to student loan payment plans, aiming to help borrowers pay off their loans and encourage higher education institutions...