Key Takeaways from 1Q 2024 New record highs were a theme during the first quarter, from the S&P 500 Index to gold and even bitcoin. The S&P 500 Index ended the first three months of the year up 10.6% and...
Did you recently start your new dream job? Are you making more income now than ever before? Before the income gets folded into your budget to cover the costs of daily living, take time to stop and think. What are...
It’s FAFSA time. Here’s your student aid study guide. If your high school student is college-bound, you’ve probably heard the term FAFSA. If not, you’re about to become quite familiar with it. FAFSA (Free Application for Federal Student Aid) is...
In the fall, the Social Security Administration announced its annual cost-of-living (COLA) adjustment. Around 71 million Americans will receive a 2.8% increase in their Social Security Income benefit for 2026. While the 2026 increase is less consequential than the previous...
Key Takeaways from 4Q 2023 After an ugly third quarter and even start to the fourth quarter, markets regained their footing in November and finished the year strongly in positive territory. Consistent with how markets have traded the past 18...
