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Friday, March 24, 2023

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...

Friday, March 3, 2023

March is Women's History Month, a time to recognize the remarkable contributions of women throughout history. This year's theme is "Celebrating Women Who Tell Our Stories," We're honored to share a few examples of women who continue to...

Friday, February 24, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Friday, February 17, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...

Saturday, February 11, 2023

As the biggest sporting event of the year approaches, football fans all over the nation (including us) are gearing up for the Big Game on Sunday, February 12, at 6:30 PM ET.For many, Sunday means a day of tasty tailgating and...

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Friday, February 3, 2023

In celebration of the achievements of Black Americans and their integral role in our nation’s history, here are eight Black wealth builders we believe should be remembered. These individuals deserve recognition for their...

Friday, January 20, 2023

Are you saving for the future?People often come to me asking for financial guidance. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If...

Friday, January 13, 2023

While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...

Friday, January 6, 2023

Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...

Friday, December 30, 2022

What does the bond market know that the Fed isn’t telling us?Fed officials recently have said that short-term rates will need to climb to over 5 percent to bring inflation under control. But in the table below, you can see that...

Friday, December 23, 2022

It’s easy to get excited reading the news. With all of the storm and stress of the last few years, it’s only natural to react to each ping of our phone’s news apps with a deep sigh and a cynical “what...

Monday, December 19, 2022

Based upon a new California tax case decision, scheduled federal tax law sunset provisions, and a new City of Los Angeles transfer tax enacted in the just concluded November 2022 election, new changes are coming to the taxation of real e...

Friday, December 16, 2022

Knowing when it’s the right time to retire can be difficult, especially if you love your job. Even professional athletes have a hard time knowing when to walk away!These athletes thought they were ready for retirement but...

Friday, December 9, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Monday, October 31, 2022

Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...

Tuesday, August 23, 2022

From independent contractors to gig workers to freelancers — a growing number of organizations rely on part-time employees to get the job done. In fact, as of March 2022 there were around 25.9 million people employed on a...

Thursday, May 26, 2022

Organizations that offer their employees 401(k) and 403(b) plans may want to keep track of key legislative changes looming on the horizon. Recently, the House of Representatives introduced a bipartisan bill designed to help more...

Thursday, May 5, 2022

Wednesday, May 4, 2022

Wednesday, May 4, 2022

Wednesday, May 4, 2022

Monday, November 8, 2021

Wednesday, November 3, 2021

Most people are aware that long-term care costs are rising dramatically Coupled with people generally living longer, many are struggling with how to finance long-term care in the highly likely event that we will need it later in life....

Friday, July 30, 2021

Ask any HR Director, and they’ll tell you there’s a talent war going on. Non-profit organizations are not exempt. In the quest to attract, recruit, and retain top-tier leadership in today’s competitive hiring...

Wednesday, June 2, 2021

Evaluating Your Executive Compensation Ideally, your mission is the main reason top-tier talent are drawn to your non-profit organization. But when it comes to recruiting and retaining high-performing executives, non-profits find...

Tuesday, May 4, 2021

Social responsibility is integral to your organization’s mission. But what about financial responsibility? As organizations strive to balance the desire to do good with the need to perform well, they’re starting to take a...

Tuesday, March 30, 2021

Americans are living longer, and that’s great news. Extended lifespans, however, can also come with added anxiety, as people begin to ask themselves: “Who will take care of me when I’m older? And how will I pay for...