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As your child leaves home for college, equipping them with more than just textbooks and dorm essentials is important. While they may be eager to embrace newfound independence, parents should ensure they have legal and financial safeguards in place. From ensuring power of attorney documents for health care and finances are in place to teaching budgeting skills and encouraging long-term financial planning, here's how to empower your college freshman for success.

While it is a good conversation to have at any point in your career, from a mid-career perspective, typically defined as being in your 30s to 50s, the decision between paying down credit card debt and outstanding loans versus funding your 401(k) or other retirement plans becomes even more critical as you're likely to have more financial responsibilities and goals.

In the ever-evolving world of investments, the ability to balance risk and reward through strategic asset allocation is crucial. For more than 30 years, I have seen firsthand how market fluctuations and global economic events can impact investment portfolios. Whether you are a novice or seasoned investor, it is important to understand how to effectively structure your investments to optimize returns while managing risk, especially in a shifting market.

As you’ve moved forward in your career, it’s not uncommon to have accumulated multiple 401(k) accounts from various employers. In this article, I want to share a few key considerations and steps you can take to potentially optimize your retirement savings.

Here is some key financial data for 2024. You can find tax bracket information, retirement contribution limits, and so much more.

As we step into 2024, reflecting on the past year’s financial decisions is crucial, especially in understanding how to optimize our strategies going forward. I'd like to guide you through maximizing post-year-end contributions that can still influence your 2023 tax liabilities and set the stage for a financially successful new year.