5 Time-Tested Investment Strategies to Match Your Financial Mindset
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy...
5 Smart Ways to Use Your Tax Refund in 2025
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The...
5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how...
5 Tax-Saving Strategies to Keep More of Your Money
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves...
How to Dive into Business Succession Planning: 10 Key Questions
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family...
How to Stay Invested in Volatile Markets Without Losing Sleep
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a...
From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up.1 They also can be shaped by when you grew up. That’s because each generation...
7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all...
Planning for the Future: Essential Steps to Secure Your Retirement
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.1, 2 Many people today believe they’ll need at least $1.5 million saved to retire comfortably.3 But...