Money. Religion. Politics. Where to go for dinner. As humans, we tend to shy away from uncomfortable conversations. Inheritance planning may feel like one of those off-limits topics of discussion, but it shouldn’t be. According to a Wells Fargo Wealth & Investment...

First, it was Dolly Parton “Workin’ 9 to 5.” Then, it was Tommy and Gina, who were working on the docks and at the diner all day, respectively. Whether we are talking about musical icons like Dolly Parton and Bon Jovi or the markets, it is all about labor. And this...

When it comes to your retirement nest egg, we have some good news and some bad news. Which would you like to hear first? Good News? The market’s performance last year created record-breaking year-end balances in many individual retirement accounts, or IRAs. As of...

As the Rolling Stones once put it, "a storm is threatening… if I don't get some shelter... I’m gonna fade away." That pretty much sums up the pivotal event from last week. But markets, to their credit, refused to fade away. US CPI came in higher-than-expected thanks...

It starts with simple memory loss, which we dismiss as “senior moments.” Then, it evolves into difficulty with familiar tasks, forgetting words, confusion and disorientation. Cognitive decline is ruthlessly pervasive in America today. According to the Alzheimer’s...

There's something happening here, but what it is ain't exactly clear. The late, great Buffalo Springfield could have been describing the markets because action last week was indeed very curious. Overall, the week was dominated by commentary from the Federal Reserve...

What year featured an identical calendar year to 2024? A. 1924 B. 1948 C. 1996 Continue reading to the end to find out the answer! 2024, like any New Year’s Day after a great New Year’s Eve Party, is off to a rather sobering start. The last two weeks of 2023 saw...

Get the conversation started and foster financial education in your family with our latest resource: "Nurturing Financially Savvy Generations: A Guide for Teaching Children and Grandchildren Financial Literacy from Preschool to High School.” Use this comprehensive...

It is that time of year. The kids and grandkids are back in school, the pumpkin is spiced, and your festive neighbors across the street are taking out their Halloween decorations. All of this can mean only one thing: It is Medicare Open Enrollment season, so mark your...

Ignorance isn’t bliss when it comes to long-term care. As Americans live longer, it is becoming more and more likely that you or someone you love is going to need it. But are you prepared? According to longtermcare.gov, nearly 70% of Americans over the age of 65 will...

Axl Rose told us that all we need is just a little patience, but when it comes to investing and the markets, most of us would just prefer a little Paradise City (because the grass is always green there.) Markets weren’t waiting so patiently for a few things last week....

Who is Fitch? Fitch Ratings is one of the “Big Three” international credit rating agencies, the other two being Moody’s and Standard & Poor’s. These agencies assign ratings to the debt of countries, companies, municipalities, etc. that indicate overall...

ICE, ICE Checklist: With a simple checklist and proactive planning, you can keep your cool in case of an emergency. ICE is not just for cooling your beverage in the summer. ICE number, or In Case of Emergency, is typically known for that designated contact in your...