Navigating the Debt-Ceiling Drama
The ongoing debate surrounding the debt ceiling has reached a crescendo, capturing the attention of both the media and the American public. As Congress struggles...
Understanding FDIC Insurance
It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to...
Catch-Up Contributions: How They Can Help Boost Retirement Savings
Retirement planning can be a daunting task, and for many individuals, it can be difficult to save enough money to ensure a comfortable retirement. According...
The Double-Edged Sword of Technological Advancement: How AI and Other Innovations are Transforming the Workforce
The advent of new technology has long been a source of both excitement and apprehension. On the one hand, new technology can lead to significant...
Where do markets go from here?
The world is full of uncertainty and volatility, and nowhere is that more evident than in financial markets. The past few years have been marked...
What if I get Audited by the IRS?
Audits by the Internal Revenue Service (IRS) are dreaded by taxpayers. The fear of an audit often stems from the misconception that the IRS conducts...
Donating Appreciated Securities: A Tax-Savvy Strategy for Giving
If you're looking for a tax-savvy way to give to charity, consider donating appreciated securities instead of cash. Not only can this strategy benefit your...
Why should I add beneficiaries to my retirement account?
A beneficiary is a person or entity designated to receive the benefits or assets of an account or asset after the death of the account...
Serving as an executor of an estate
Serving as an executor of an estate can be a complex and overwhelming responsibility, but with the right guidance, it can also be a rewarding...
