Key Takeaways and Suggestions for Successful Goal Setting Use SMART Goals for Clarity and FocusSet goals that are Specific, Measurable, Achievable, Relevant, and Time-bound. This proven method helps break big ambitions into manageable steps, keeps you focused,...
Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions for high earners and...
Caring for aging parents is one of the most profound acts of love a person can give. But it is also one of the most demanding, emotionally, physically, and financially. Whether you are already in this role or just beginning to prepare, understanding the true costs of...
Key Takeaways The holidays are a great time to start important family financial discussions. Discuss your financial situation, estate strategy, and legal preparations with adult children. Make sure your loved ones know your income sources, account access, and...
Got a bonus, inheritance, or extra income? One big financial question often follows: 👉 Should I pay off my mortgage early, or invest the money instead? At first glance, it might feel like a simple choice. Paying off your mortgage can free up monthly expenses, while...
