Explore why the phrase “cash is king” is losing traction as interest rates are expected to decline. Get tips to navigate changing market conditions.

In a declining-rate environment, when does refinancing your mortgage make sense? Here are key factors to help you determine the right time to refinance.

Volatility is a normal part of investing. Learn why staying the course is key to long-term success, despite short-term sell-offs.

Have a non-qualified deferred compensation (NQDC) plan? Here are advantages and risks of participating in it.

The 60/40 portfolio is thriving, proving its resilience despite market volatility. Discover why a mix of stocks and bonds offers a solid investing foundation.

Should you make biweekly payments on your home loan? Discover the pros and cons of this financial strategy to help you decide if it’s right for you.

Explore the dominance of the S&P 500 and why diversification remains key for investors.

Traveling abroad comes with financial risks. Protect your money with these tips for a safe and enjoyable journey.

Explore the pros and cons of investing a lump sum versus dollar cost averaging, drawing on historical data to provide insights and guidance for investors.

Here are five ways your pay stub can be helpful when you start a new job.

Rising debt is not necessarily a bad thing since it helps fuel economic growth, but there are limits.

SECURE 2.0 increased the flexibility of 529 plans by allowing you to roll over unused funds to a Roth IRA. Here’s what you need to know about the process.

Volatility will likely remain until we get a better handle on the direction of inflation and interest rates. The good news is that we are closer to rate cuts than rate hikes.

Pet insurance can help protect your pet—but not always. Here are points to consider when deciding whether to buy pet insurance.

There have been plenty of predictions that the commercial real estate market will crash. Here are important factors playing into the CRE space’s viability.

The weight-loss effects of GLP-1 drugs are making big changes in many industries, but the impact on Wall Street is likely to be negligible. Here’s why.

With markets at all-time highs, should you fear a sell-off? Here’s what history tells us.

In this blog post, we will explore the ins and outs of superfunding, a strategy that allows contributors to make a substantial impact on education savings while navigating the nuances of gift tax exclusions and lifetime exemptions

The upcoming election may be making headlines, but another issue to be addressed: U.S. federal debt.

Insuring Your Adult Child When They Leave the House: Navigating Health and Financial Independence

We review the markets and economy in 2023 and what we may expect in 2024.

We explore important factors to consider when gifting to adult kids, including tax-advantaged gifting, estate planning, and tax exemptions.

Here are eight reasons why you want to keep track of what your pay stub reports.

We do a deeper dive into bond market volatility and the financial impacts.

A recent financial aid rule change is good news for grandparent-owned 529s. Here’s why.

Gas prices have been on the rise again and led to some concern about whether inflation may spike once more.

The bond market is again experiencing volatility. Read this article to understand why and what you can do as an investor.