What do you want your loved ones to remember about you after you're gone? Unlike a legal will, which ensures that your assets are distributed accordin...

Investing in a down market may make you nervous. It definitely doesn’t feel as fun or exciting as when the stock market is on high. But that’s not the...

In the 1800s, Americans set out in covered wagons to explore the vast expanse of unsettled wilderness. What they sought varied, from farmland and home...

When you hear the phrase “retirement planning”, you probably think about building up a nest egg to carry you through your post-work years. Saving for ...

The National Philanthropic Trust estimates that in 2021, individuals in the United States donated over $326 billion to charitable organizations. In ma...

Sticker shock and inflation have been all-too-familiar over the past year. From the gas pump to the checkout line or a nice meal out, you’ve been payi...

Guess what—the folks in the U.S. Congress finally agreed on something! The ($1.7 trillion) 2023 budget bill passed in late 2022 and includes the SECUR...

Saving for retirement is ongoing—very ongoing, considering it spans decades. That makes it easy to put on autopilot, or even forget about it completel...

January is a popular month to look for a new job—it always has been. Companies have paid out year-end bonuses, so employees feel freer to leave withou...

Before 2022 comes to a close and tax time sneaks up, review these essential tax moves. The strategies in this quick end-of-year financial checklist wi...

The holiday season comes with expenses like holiday shopping, gift-giving, and traveling to visit loved ones. Having a budget is an excellent way to s...