Protect Yourself from AI Fraud As you navigate the digital landscape, it is important to be aware of the evolving fraud risks posed by Artificial Intelligence (AI). Scammers embrace AI because it enables them to analyze large amounts of data quickly, identify potential targets more efficiently, and personalize their scams to appear genuine, increasing the [...]

How a Financial Advisor Can Help Lower Your Tax Bill Careful tax planning throughout the year can put more money in your pocket. Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward process, especially for individuals with more complicated returns. Careful planning can help [...]

How financial professionals can help seasoned business executives For seasoned business executives, the allure of company stock can be undeniable. After years of dedication and hard work, owning a significant portion of one's company can seem like a well-deserved reward. However, over-concentration in company stock poses significant risks that can jeopardize an executive's financial security [...]

In this day and age of high cost of living, elevated inflation, steady rise in taxes, particularly property, and market volatility, the idea of cutting back on frivolous spending has gained significant traction. Consumers are working to cut back and save money often through trendy, fun challenges like the no-spend challenge.   Participating in a [...]

Student financial aid, like most anything financially related, involves strategy and a bit of finesse to make your money and time work for you. Some might believe that receiving the offer you were hoping for from the Free Application for Federal Student Aid (FAFSA) is a matter of luck. However, there is more to it [...]

Mindfulness and adaptability can position you for long-term confidence As the world evolves, so too do the challenges faced by the younger generations entering the workforce. Over the last year, nearly four in 10 Gen Z individuals have found themselves grappling with financial setbacks, according to recent surveys. This has led to a paradigm shift [...]

25 Ways to Make Friends in Retirement Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it can also present challenges in terms of socializing and making new friends. Research consistently highlights the positive impact of social connections on overall [...]

Guarding Generations: The Strategic Role of Life Insurance Discussing life insurance often brings a sense of discomfort, given its close association with our own mortality. However, this perspective overlooks the essential role that life insurance plays in a comprehensive financial plan. This article from Bob Chitrathorn aims to shift the narrative, highlighting how life insurance [...]

Gen Xers: “Can I Afford to Retire on My Terms?” Financial education, planning, lifestyle adjustments and advice are crucial As Generation X, often referred to as the "forgotten generation," inches closer to retirement, a unique set of challenges and concerns emerges. Born between 1965 and 1980, Gen Xers find themselves facing a pivotal moment, with [...]

5 Easy Ways to Protect Seniors from Financial Abuse Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional [...]