2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...
Fourth Quarter 2023 Market Overview
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How Much Investment Risk Can (or Should) You Take On?
The word “risk” typically has a negative connotation. That’s unfortunate because some degree of risk is necessary to grow your wealth and live the...
Child Support Tracking Hacks: Take Control and Simplify Your Finances
Published December 20, 2023, by OurFamilyWizard According to 2017 data from the U.S. Census Bureau, nearly half of all custodial parents receive...
6 Powerful Year-End Financial Planning Strategies to Finish 2023 Strong
Published November 17, 2023, by TheStreet Despite economic volatility in 2023, you can start your year-end planning now to help ensure your personal...
Year-End Tax Strategies: Last-Minute Moves to Save Big
Published November 14, 2023, by TheMessenger As the year draws to a close, it's time to shift our focus from holiday shopping to year-end tax...
Practicing Gratitude for Wealth and Health
Gratitude is like a superpower for your wellbeing. Over the past few decades, research has linked gratitude to increased happiness, improved mental...
Dividing a Family Business During a Divorce: A Step-by-Step Guide
Published November 7, 2023, by TheStreet When a family-owned business is involved, making sure there is a fair distribution of marital assets,...
Knowing Your Value: How to Negotiate a Raise During Review Season
As the year comes to a close, many hand-working employees find themselves facing their annual performance reviews. While these evaluations can be...
Third Quarter 2023 Market Overview
2023 has seen robust returns in the first half of the year, with a significant pullback in the third quarter. In the second quarter letter, we...
Money Talks: How to Discuss Finances With Your Partner
Talking about finances with your partner can be challenging. Money can be a touchy subject for many people, and disagreements over spending habits...