Combining_or_Separating_Finances.jpg

Merging lives with a partner or spouse can be both challenging and rewarding. Yet few aspects of this process are as complex as deciding whether to combine finances—and if so, how.

Indeed, sharing a financial life with another person offers a variety of joys and benefits, such as collaboration, mutual support, and shared financial goals. But it can also lead to misunderstandings, resentment, and in extreme cases, divorce.

Continue reading

pexels-pixabay-258145.jpg

July tends to be a significant month for all Americans, as it marks the annual celebration of our nation's independence. However, it also plays host to a lesser-known event—National Financial Freedom Day, which takes place on the first of the month. Both occasions pay tribute to a common thread: the pursuit of freedom.

Continue reading

US_Recession.jpg

For the last several months, economists have debated whether a U.S. recession is imminent and if so, when it will take hold of the economy. Meanwhile, investors anxiously anticipate what an economic downturn may mean for their portfolios.

Continue reading

etienne-martin-2_K82gx9Uk8-unsplash.jpg

Until Friday, March 10, 2023, Silicon Valley Bank (SVB) was the 16th largest bank in the United States, worth more than $200 billion. Over the course of four decades, SVB became the tech sector’s preferred bank and saw its deposits grow rapidly during the Covid-19 pandemic as consumers ramped up their spending on technology and digital services. Unfortunately, a series of poor investment decisions ultimately led to the bank’s demise.

Continue reading

Post_Tax_Season.jpg

Although tax season is behind us, you may still be feeling the sting of an unexpectedly high tax liability. If you were caught off guard this year, now can be a great time to take steps to proactively reduce next year’s tax bill.

Indeed, most people tend to wait until year-end to implement tax savings strategies. However, by making smart money moves now, you can avoid the last-minute rush and ensure you’re financially prepared for next tax season. 

Continue reading

2023_Tax_Season.jpg

Consider these five tips to avoid unnecessary headaches this 2023 tax season.

The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next two months. If you tend to stress about squaring up with Uncle Sam, there are steps you can take to help ensure the process goes as smoothly as possible this year.

Continue reading