Highlights from 2023’s market performance and a general warning against market predictions.

A short discourse on catch-up provisions, including upcoming changes stemming from the SECURE 2.0 Act.

Tips for those considering becoming a landlord and a strong suggestion you meet with your advisor before doing so!

Resources for teaching your older kids about taxes.

Finding your purpose before we plan for your money. Plus a positive spin on death and statistics.

Rewarding and waste-reducing ways to give gifts to your loved ones.

Musings on the value of tradition in your life and in your finances. Spoiler alert: it’s not all good.

Getting ready to set goals? See how the “end of history” illusion may impact them.

Highlights from a disaster of an estate plan or lack thereof.

Learn why you should include this valuable tool in your legacy plan.