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June 2024 market update

May saw a return to more confidence in the economy and the markets. The Fed met early in the month, and Chairman Powell managed to curb market pessimism by stating

May saw a return to more confidence in the economy and the markets. But can we expect that confidence to continue in the run-up to the election?

How to organize (and protect) your finances

Organizing your financial documents can do more than help you stay on top of your day-to-day finances. It can also help protect your family in case of an emergency. It’s

Organizing and securing your financial documents—both the digital and hard copy versions—can help protect your family in case of an emergency.

Taxes could increase in 2026: Are you prepared?

On January 1, 2018, the 115th Congress succeeded in pushing through one major piece of legislation before disbanding: the Tax Cut and Jobs Act (TCJA). The new law, which was

Absent an act of Congress following what’s promising to be a divisive presidential election, TCJA will sunset at the end of 2025. There’s a lot on the line.

Deferring Taxes Using 1031 Exchanges

Section 1031 allows real estate investors to defer potentical capital gains taxes on real estate investments. We dig into the details with a panel of experts.

What you can do with your bonus

Getting a bonus tends to be a great feeling—you worked hard for it, after all. Getting strategic about how you spend your bonus can help it work hard for you.

Six ways to put your bonus—or any sudden influx of cash—to work so you can enjoy it and make the most of it. Plus, we address some common misconceptions.