Losing a spouse is a deeply emotional experience, and the grieving process takes time. During this period, it can be challenging to concentrate on practical matters, especially when it comes to your financial well-being. That's where a trusted financial advisor comes into play, offering much-needed support and guidance.

Hiring a financial advisor to help your spouse in case you die before them is a prudent and responsible step to take in order to ensure their financial well-being and security.

As individuals approach retirement age, they are often faced with many decisions regarding their financial future. One crucial decision is when to begin receiving Social Security benefits, a choice that can significantly impact the overall financial landscape of one's retirement.

In the worst of times, investing can be intimidating, but it doesn’t have to be. In the best of times, investing can be exciting, but it shouldn’t be. It’s when people get too excited, or too scared that they tend to make the biggest mistakes.

Municipal bonds (munis) are attractive to many investors because the interest you earn from them is exempt from federal income tax and sometimes from state and local taxes as well.

If you're eligible to participate in your employer's 401(k)/403(b) plan, there's really no excuse for not doing so. At the very least, contribute a minimal amount--you can always increase your contributions at a later date.