January is just around the corner, and it’s the perfect time to kickstart the new year by increasing your 401k contribution. One small change can make a significant impact... Read More

The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year. Because of the changes, the new... Read More

Earlier this week, Raymond James issued the following press release heralding our new partnership. We are proud to be a part of a firm that aligns with our client-first... Read More

Summit Financial Group, LLC – a wealth management firm located in San Ramon, CA – seeks an Associate Advisor to join one of our fastest growing practices. Your focus... Read More

With phone and in-person scams saturating the country, the IRS has released information to help taxpayers understand how and why agency representatives may reach out. Almost always, the IRS... Read More

The first half of 2022 has been fraught with inflation, supply chain issues, higher rates and a war between Russia and Ukraine. All these factors have led to market... Read More

As teens look forward to summer activities, especially those that cost money, the next few months might present an ideal opportunity to help them learn about earning, spending, and... Read More

Green bonds are debt instruments that corporations and governments can use exclusively to finance major climate-related or eco-friendly initiatives. Global issuance of green bonds reached a record $523 billion... Read More

About 4.3 million U.S. workers quit their jobs voluntarily in December 2021, after a record 4.5 million quit in November — the largest number since the Bureau of Labor... Read More

The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans age 55 and older... Read More

The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For most recipients, such a... Read More

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could finally be the year. After... Read More

For financial advisors tasked with guiding their clients through financial independence, inflation is public enemy number one. Much like ocean waves relentlessly pounding the beachside cliffs, so is the... Read More

The “to-do” list for sending a child off to college might seem virtually endless—registration, shopping, dorm decorating, goodbyes (sniff, sniff). Probably the last thing on any parent’s mind before... Read More

Although divorce is a difficult transition at any age, divorce at or near retirement carries distinct financial uncertainty. Preparing for the cost of two separate retirements with a limited... Read More

At its core, retirement is a lifetime income challenge. When someone quits working, their lifestyle still requires monthly expenditures, but the corresponding paycheck disappears. Replacing that paycheck is the... Read More