For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? Below we discuss three New Year's resolutions [...]

Preparing your home for a winter storm can be a hassle, especially when done last minute, so make sure to plan ahead and take these necessary precautions this winter season. Double check for supplies You may think you have shovels, flashlights, and extra fuel ready to go, but don’t rely on last year’s stock to [...]

Do you know someone who strives to live sustainably or someone who’s looking to be more eco-conscious for the new year? The guide below can help you pick the perfect gifts for them! Power to the Parks Flower Blanket Parks Project is full of gifts, but this blanket—made from 73 percent recycled cotton—is a standout. [...]

With the holidays here, now is the time to get into the giving spirit and help to change others' lives for the better. Whether you are looking to make a difference in a specific person's life or the life of many, there are many ways to give this holiday season. Here are some different ways [...]

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs). What Are RMDs? Once you reach age 72, you are required to take minimum distributions from your traditional IRAs and most employer-sponsored retirement plans. (RMDs are not required [...]

Giving Tuesday is a day to extend the goodwill that the holiday season may bring to help others. With so many in need, the holiday season is a reminder to help those less fortunate. Whether you want to donate your time or contribute funds to your favorite cause, there are many ways to celebrate the [...]

American Express created Small Business Saturday in 2010 to provide small businesses with a holiday season boost on the heels of Black Friday. The day comes after one of the biggest shopping sales events and serves as a reminder to spend some of your holiday funds with local shops. Those shops may on your support [...]

Overview For many affluent individuals, occasional gifts to a favorite charity may satisfy their charitable inclinations. The added incentive of an often substantial tax deduction, coupled with various estate planning benefits, is sometimes the driving force behind such charitable gifts. However, for some individuals, philanthropy is a far more serious endeavor, often involving a succession [...]

No matter how successful your family business is today, at some point in the future, its ownership may need to change hands. Without a business succession plan, this transition can be fraught with hurt feelings, internal strife and dysfunction, and financial inefficiencies. What should a family business succession plan include, and how can you get [...]

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many reasons to be thankful. The economy [...]