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Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

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Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Wednesday, March 13, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Tuesday, October 17, 2023

You and your family are invited to watch an invitation-only conversation with Jeremy Siegel, professor, writer, Senior Economist with WisdomTree, and renowned expert on the economy and financial markets. Cetera’s Chief...

Monday, October 2, 2023

Two options you could have are a Health Savings Account plan (HSA) and a Preferred Provider Organization plan (PPO). When choosing between the two, you need to understand the advantages and disadvantages of both.

Monday, September 25, 2023

Buying a car can be an exciting experience. Deciding what type of car fits your needs the best, picking out the features you have to have – all crucial decisions to make.

Monday, September 11, 2023

Transitioning into retirement can be both exciting and challenging. After years of hard work, you finally have the opportunity to relax and enjoy what are often called your “golden years.”

Thursday, August 31, 2023

Conversations about money can be tense and uncomfortable, especially when it’s a conversation with your long-term partner or spouse. Money problems and miscommunications about finances can cause tension and lead to larger issues...

Friday, August 4, 2023

You already know that naming beneficiaries for your retirement accounts, life insurance policies and other assets is a critical component of estate planning. We want to call out a few common gaps we see in this process so you can...

Thursday, July 27, 2023

Sometimes, a picture is worth 1,000 words. So I decided to include an image of the June Consumer Price Index (CPI) report to help put inflation in better perspective: Core CPI, which excludes volatile food and energy prices, rose just...

Monday, October 3, 2022

Why to Check Your WithholdingThe IRS doesn't require you to file a return unless you owe money. However, it does allow you to deduct certain taxes from your income, such as state and local sales taxes, property taxes, mortgage interest...

Tuesday, June 28, 2022

As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.Money that goes into a Roth IRA is after-tax dollars. Because...

Tuesday, April 12, 2022

Retirement Isn't Always Permanent!

Tuesday, April 5, 2022

Wednesday, March 23, 2022

You Could Be Eligible for More Medicare Benefits

Thursday, March 17, 2022

Why You Don’t Want to Wait to File Your Taxes This Year

Tuesday, March 15, 2022