What money topics are the most taboo to talk about?

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming.

What’s the first thing you think of when it comes to money?

Inflation can feel inescapable these days.

Can you relate to any of the following?

How much do you really know about retirement benefits?

If factors like earnings reports and geopolitical events don’t influence stock returns, then what does? For long-term investors, fundamentals are still the bread and butter of valuing stocks. This includes earnings growth, dividends, and cash flows.

As a long-term investor, you’re always thinking about what factors drive your investment returns.

Surprisingly, this frequently made mistake might already be on your doorstep.

A power of attorney (POA) can grant you certain authority and specific responsibilities.

How many years will your retirement last?

What are the chances you’ll live past 90?

Retirement dreams often feature freedom and relaxation—but rising healthcare and long-term care costs can threaten that peace. Medicare helps, but gaps and out-of-pocket expenses add up fast. With nearly 70% of retirees needing some form of long-term care, planning ahead is essential.

A financial professional can help you navigate coverage options, prepare for future costs, and keep your retirement on course—so you can enjoy the journey with confidence.

Social media scams are stealing more money than any other type of fraud—over $2.7 billion since 2021. These schemes are getting smarter, using urgency and trust to trick users with fake shopping deals, “guaranteed” investments, phony giveaways, and bogus job offers.

A new season is the perfect time to refresh your finances and reset your goals. Avoid common “spring cleaning” mistakes like reusing last year’s budget, auto-renewing insurance without review, neglecting your savings, or closing too many credit accounts at once.

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before. It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense.

Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a special treat, others may want to use the extra funds to boost their investments. If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.