As we near the close of the year, it’s a great time to focus on maximizing tax-saving opportunities. If you’re a business owner, high earner, or retiree, taking advantage of these strategies befor...
As the end of 2024 quickly approaches, have you considered how your financial future will look? Retirement planning may seem distant, but it’s important to take action now. Retirement is more than j...
Why Financial Literacy in Schools is Just the Beginning When we hear that over 90% of U.S. states now incorporate financial literacy into their school curricula, it’s easy to feel a sense of prog...
By: Loni Morrow, Tony Schutte, and Trent Pepper Mutual funds are a type of investment that allows investors to pool their money with other investors in order to buy stocks, bonds, and other investmen...
Was money something you learned about in school? Probably not. In fact, many of us really only started learning about money when we opened our first bank account. Fortunately, times are changing, and...
When does an interest-bearing account make sense? Often, these accounts are a good option when you want to earn a little something for letting the bank hold your money, often when saving for a big eve...
There’s been a shift in the view that retirement is an abrupt ending to your years in the workforce. In fact, by 2031, the labor force participation among those aged 65-74 is predicted to reach 30.7...
Tax-loss harvesting is a way to cut your tax bill by selling investments at a loss in order to deduct those losses from your taxes. While this doesn't eliminate your losses, it can help you manage you...
With the start of a new year comes the perfect opportunity to get organized. Whether that means cleaning out the basement, donating clothing you haven’t worn throughout the year, or straightening th...
Have you recently purchased a home, started a new job, or had another significant life change? If your priorities have changed, your financial plan should too. Here are some tips to consider. ORGANGI...
