As soon as Craig and Cindi decided that retiring in Italy was right for them, they didn’t wait until retirement to get started. Check out their inspiring story!

While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t know

Have you heard the term Tax Diversification? It refers to the practice of spreading out investments among different types of tax-advantaged accounts to reduce the overall tax burden. It is an important aspect of financial planning and wealth management that can help individuals and businesses optimize their tax liability and maximize their returns.

January is Financial Wellness Month, which means it’s a good time to remind people to plan and update their financial strategy.

Will you pay taxes on your home sale? See how this valuable exclusion works and how it helps most homeowners.

December is Identity Theft Protection Awareness Month and we’re taking this month to share some ways you can help keep your identity safe.