Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly...
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you...
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your...
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many...
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up...
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on...
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. 1, 2 Many people...
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also...
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups...
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many...
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially...
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money...
