Posted on May 13, 2025
Will 2025 Be a Good Year to Sell Your House?
Key trends in mortgage rates, home prices and buyer demand to help you determine if 2025 is the right year to sell your home.
Posted on May 13, 2025
8 Pieces of Financial Advice for New College Graduates
College graduation is exciting and stressful as you look for a job and start work in your chosen field. Not only are you trying to get the hang of working full-time, but you may also be trying to rent your first apartment, pay bills and handle all of your new financial responsibilities. That’s why it’s important to read financial advice tailored to new graduates. After all, learning how to manage your finances before money mistakes happen can help you avoid easy-to-make slip-ups like dings to your credit score or an overdrawn bank account.
Posted on April 18, 2025
How To Invest with Clarity Through Market Volatility
Key Takeaways
- There’s a lot of noise in markets today: Keeping an eye on big picture developments and avoiding the daily barrage of dramatic headlines is key for investing in this environment.
- Income Over Interest Rates: The current environment offers a unique opportunity to lock in high-quality yield with minimal duration risk, we continue to like optimizing for income.
- Equity Shifts: Diversifying some equity exposure, especially into regions and sectors that have been less favored recently, is attractive today. Though we maintain the thesis of owning companies with fast rivers of cash flow.
Posted on April 18, 2025
How long should I keep records?
The length of time you should keep a document depends on the action, expense, or event which the document records. Generally, you must keep your records that support an item of income, deduction or credit shown on your tax return until the period of limitations for that tax return runs out.
Posted on April 18, 2025
Eight Habits for a Happy Retirement
Most people think that planning for a happy retirement is all about numbers. It centers around one question: Do my financial assets — pension, 401(k)s/IRAs, Social Security, property, sale of a business, etc. — provide enough income to fund my desired retirement lifestyle? But ask any retiree, and they will likely tell you that is only half the story.
Posted on March 13, 2025
Decoding Tariffs: What’s the Economic Impact?
Over the last several weeks, talk of tariffs has dominated news cycles. The implications have stoked concern among CEOs and business leaders, who ship products around the world. The disruption that tariffs could cause has also weighed on equity markets. So what is the real economic impact of tariffs? This article seeks to answer that question.
Posted on March 13, 2025
How Much Does Long-Term Care Insurance Cost and Is It Worth It?
Many of us will need long-term care at some point in our lives. Still, we often ponder whether Long-Term Care Insurance is worth the cost and elect to self-insure instead. The National Council on Aging begins by taking a look at the real costs of care.
Posted on March 13, 2025
2024 Couples & Money Study
We all look at money differently. Couples are no exception. Expectations or desires can be different. So can each partner’s understanding of financial concepts and capacity. Still, the desire for financial security is very prevalent, which is why communication will always be key.
Posted on February 10, 2025
Vanguard Active Fixed Income Perspectives – 1st Quarter 2025
Bonds appear well-positioned to make a significant contribution to portfolio returns this year. In an environment where interest rates are projected to remain above inflation, the prospects for fixed income investment are favorable. However, investing is rarely without risk. Uncertainties surrounding consumer spending, tariffs, immigration, fiscal policy and deregulation could re-ignite inflation, derailing an otherwise favorable trajectory.
Vanguard Active Fixed Income Perspectives Q1 2025
Posted on February 10, 2025
New 2025 Income Tax Brackets are Set
The IRS has adjusted federal income tax bracket ranges for the 2025 tax year to account for inflation. Here’s what you need to know now.








