Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples…

Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…

In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical…

Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…

As America’s work environment continues to evolve, one thing that has become evident is that — in many cases — the work-from-home (WFH) model has proved to be effective and…

In the summer of 2020, the Federal Reserve announced its new approach to monetary policy on inflation. The Fed previously used a 2% inflation target. If inflation rates fluctuated above…

In 2019, the millennial generation (born from 1981 to 1996) surpassed the number of baby boomers (born between 1946 and 1964) in the United States. Today, one in four people…

People have many different reasons for getting married or not getting married. But for some committed couples, it can come down to a few basic points. One of those is…

The last month of 2021 was filled with lots of new information — the new omicron variant of the coronavirus first hit U.S. shores, along with cautions that its level…

It seems that millions of taxpayers still have not received their tax refunds from 2020 and even 2019.1 A major reason is due to the defunding of the IRS. Between 2010…