Earlier this year, I wrote how the TCJA passed by Congress last December would be a vexing problem for tax planning issues. It seems as if concerns about higher tax burdens being faced by middle- to upper-middle-income families may be overblown.
Financial Wellness
With identity theft cases on the rise, knowing how to protect your information is more important than ever. This article walks through what to watch for, when to take action, and how to build stronger defenses.
Education Planning
Balancing college savings with other financial priorities can be tricky, especially if you're also approaching retirement. This episode of Sidewalk Talk explores two real-world cases where college funding plans had to adapt. From over-saving concerns to rethinking investment strategy, it’s all about aligning goals. Watch to see how personalized planning makes a difference.
Financial Wellness
Managing your money online is convenient, but it comes with growing cybersecurity risks. Scammers are getting smarter, and attacks often start with human error, not high-level hacking. Here's how to reduce your risk with practical, proactive steps.
Financial Wellness
Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.
