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1. Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up
   As we approach the midway point of the year, now’s a great time to reflect on your finances and ensure you’re making the most of your workplace benefits.
2. What Is a Social Security COLA and How Can It Affect Your Retirement Plan in 2025?
   Inflation is a big deal for retirees, for whom Social Security plays a key role in their financial security. Read on to find out how Social Security's 2025 COLA will impact your retirement plan and why it matters
3. What to do if a tax document arrives after you file
   In early 2019, I thought all of my tax documents had arrived in the mail, so I sat down to file my taxes in early March. Everything looked great, so I
4. When Cyber Security Breaches Are Inevitable, It's Time To Call For A New Approach
   Technologies like AI and quantum computing can increase the threat of cyberattacks. Experts believe cyber resilience strategies are as important as a strong security program. Here's why
5. Why a written financial plan makes sense, and how to get started
   When traveling, it is important to have a map of where you are going. The same holds true for your finances. You may have thought about your financial future but not yet taken the steps to formalize that plan. A written financial plan will provide you with the guideposts to know you are making progress towards your fin
6. Why the Best Time to Sell a House Is Shifting Later in the Year
   In most years, the best time to list a home for sale is May. But last year, the optimal time to put your house on the market came a little later, in
7. Why You Should Create a Plan to Implement Artificial Intelligence Now
   Four stategic-planning questions that will keep your business ahead of the A.I. curve. When people talk about the growing use of A.I. in
8. You Could Be Denied a Mortgage Even With Perfect Finances. Here's Why
   If you have great credit and a solid income, you may assume you'll definitely be able to get the mortgage you need to buy a home.
9. 3 Ways to Save on Insurance in 2024
   Paying for insurance can be expensive -- especially in today's environment. In fact, the cost of a homeowners policy has
10. Coronavirus Withdrawals From An IRA Or 401(k): Who Can, And Should, Tap Retirement Accounts?
    Part of the CARES Act allowed individuals to tap IRAs or 401(k) retirement plans if they were impacted by the coronavirus and needed cash. The law permits withdrawals up to $100,000 (or the account balance, if lesser), without penalty. The funds can be paid back, though it’s optional. For struggling business owners and