The Relationship Between Inflation and Interest Rates
To have a better understanding of how and why interest rates will increase, we need to examine the basics.
How Interest Rates Are Changing the Investment Property Equation
Increasing interest rates can make purchasing new properties more expensive, but there are options for investors who want to buy now. Our expert explains.
RMDs: Maximize Your Gift-Giving and Avoid a Tax Trap
We'll let you in on a little secret: qualified charitable distributions (QCDs) may be the smartest way for retirees to give to charity.
Understanding Excess Inflation is the Key to Understanding Inflation
Inflation, core inflation, excess inflation.... what does this all even mean? We've got the answers.
Women’s Wealth Management: Not Your Traditional Investment Plan
Women are smart and savvy, and make great investors. Here are five ways women can take control of their finances and live their best lives.
Early Retirement Health Insurance Options Before Medicare
There are two main health insurance options for those who want to retire early, before age 65: The Affordable Care Act and healthshares.
How Alternative Households Can Financially Prepare for Life Changes
Here's how single parents and unmarried partners can approach income taxes, retirement planning, and estate planning.
Should You Take Your Tax Refund or Roll It Forward?
Assess your unique personal situations in order to answer this question.
International Women’s Day: Let’s Fight for Financial Equality
In 2022, let's stand up for women's empowerment and financial equality. Speak out against injustice and inequality to break the bias.
Tax Reduction Strategies for Investment Property Owners
There are many ways to reduce your tax burden. You’ll need to find the right strategy for you based on your current investments and income needs.
Rising Interest Rates: What Investors Need to Know
Are higher interest rates really something to fear? Adviser Matt Stratman explains why you should be careful about letting interest rates dictate your entire investment strategy.