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1. Why You May Not Have as Much Saved for Retirement as You Think
   Broadly speaking, the retirement-savings situation among today's workers is bleak, even among those who are nearing retirement age.
2. 10 Tax-Smart Strategies With December Deadlines
   This year marked the first time taxpayers filed their returns under the Tax Cuts and Jobs Act of 2017 (TCJA). Due to the sheer number of changes introduced, many taxpayers may not be aware of steps that need to be taken before year-end to help manage their tax exposure under the new law. That’s where year-end tax plann
3. Before You Give an Adult Child Access to Your Bank Account, Understand These 5 Alternatives
   One of these five alternatives may provide the help you want without unnecessarily turning your child into a co-owner of your money.
4. Second Marriage Financial Checklist: 7 Planning Items To Consider
   Before my wife and I got married we had the “money talk”. Since we were relatively young, and neither of us had that much money, the talk was pretty short.
5. The ‘Silver Tsunami’ Is Reshaping Small Business: Why Exit Planning Can’t Wait
   As a new year begins, exit planning should be a priority for any small business owner approaching retirement.
6. Why Talent Development Is A Smart Investment for Business Owners
   Businesses that succeed over the long haul are those whose leadership understands the importance of investing in their own professional development, as well as that of their employees.
7. Women & Wealth: The Building Blocks of Investing
   Globally, women control an increasingly large proportion of the world’s wealth.1 By 2030, women are expected to control about 38% of all retail
8. 3 Financial Gifts to Give Your Kids This Holiday Season
   With supply-chain issues causing inventory hiccups at retailers across the country, many parents are scrambling this holiday season to get their hands
9. Don't Assume the Default 401(k) Contribution Is Enough
   Photo: Amy Hirschi (Unsplash) When you opened up your 401(k), you were probably presented with a few default options. Maybe your workplace automatically put 3% of your paycheck towards 401(k) contributions, for example. Maybe you were told that the company would match your contributions up to 5%, so you elected to cont
10. Feel Like You're Not Measuring Up Financially in 2026? You Might Be Using the Wrong Ruler
    But feeling financially behind can be misleading. In many cases, the issue isn't a lack of progress — it's how that progress is being measured.