How to Spot a Phishing Email
The ability to review and identify phishing emails has become a critical skill in today’s digital environment. Phishing attacks are…
10.22.25 Finance Planning & InvestmentsHow to Protect Your Personal Data
Cybercriminals are constantly looking for ways to steal personal information. Understanding what they target and how to protect it is…
10.22.25 ResourcesHow Stocks Work
Understanding IPOs and Stock Ownership
10.06.25 Finance Planning & InvestmentsHow to Work with Your Advisor After a Loved One’s Passing
A Five-Step Guide
09.29.25 Finance Planning & InvestmentsUnderstanding Qualified Charitable Distributions (QCDs)
What is a QCD? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you…
09.08.25 Finance Planning & InvestmentsWhat to Look for in Personal Finance Apps
Mobile applications have become ubiquitous. While many of these apps are games and social media platforms, an increasing number have…
09.08.25 Finance Planning & InvestmentsTracking Retirement Readiness on National 401(k) Day
Each year, on the Friday after Labor Day, the Plan Sponsor Council of America recognizes National 401(k) Day. On this…
09.06.25 Finance Planning & InvestmentsAdjusting Family Budget After the Birth of a Child Checklist
Raising children in the U.S. is becoming increasingly expensive, especially with the impact of inflation. According to a study by…
08.27.25 Finance Planning & InvestmentsYour Emergency Fund: How Much Is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family…
08.04.25 Finance Planning & InvestmentsThe “Big Beautiful Bill” Summarized
On July 4, 2025, Congress passed a sweeping budget reconciliation measure known as the “One Big Beautiful Bill Act” (OBBBA),…
07.21.25 Finance Planning & InvestmentsNavigating the Emotions of Divorce
Insights from Kimberly Cook
07.21.25 Finance Planning & InvestmentsUnderstanding Required Minimum Distributions (RMDs) and How to Plan for Them
You’ve spent the last several decades responsibly saving as much as possible in a tax-efficient manner, including by contributing to…
07.14.25