Wealth Articles
Your guide for better financial decisions.
The Future Direction of Inflation
In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981.1 It's not surprising that a Gallup poll at the end of March found …
May 4, 2022
Investment Decisions During the Russia-Ukraine Conflict
The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The humanitarian cost of war cannot be measured, and the long-term economic effects could take months or years to unfold. …
March 6, 2022
Beneficiary Designations
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right …
January 31, 2022
Prioritizing Your Retirement
As you approach your retirement years, it’s helpful to envision what this special time might look like and how you will fill your days. Understandably, for many of us, financial resources are limited, so how do you prioritize your retirement wish …
December 20, 2021
Tax Benefits Associated with Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable …
December 5, 2021
Investment Decisions
Year-end investment decisions may sometimes result in substantial tax savings. Tax planning may allow you to control the timing and method by which you report your income and claim your deductions and credits. The basic strategy for year-end planning …
November 2, 2021