Many of our clients have come to us over the years with the same question—should I buy a vacation home or just continue to rent?

While earning a paycheck is exciting, it can also be an excellent time to consider opening a Roth IRA and contributing a portion of their summer earnings.

Newly Married or Soon to Be? Finances should be part of your planning.

Life’s big moments present an opportunity to talk through their impact on your life, weddings are one of those moments!

Chief Strategist at Chatham Wealth, John Lui, offers his commentary on the bond market and tariffs..

A growing family, by definition, means growing financial obligations.

New stage of life.. new financial risks to consider.

Do your insurance needs stay the same when the nest empties?

Over 70 ½ yrs and interested in reducing your income tax burden? Consider a QCD.

A look at birthdays OVER 50 that have implications regarding your retirement income.

When was the last time you reviewed your beneficiaries?

Dan Moskowitz, CFP® President and Chief Investment Officer offers his commentary on the March market.

Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.

Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

It is a market of stocks and not a stock market…

As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?

You have until April 15, 2025 to make a 2024 IRA contribution.

How to stay ahead of the cybersecurity curve and combat increasingly sophisticated attacks.

This “4% rule” is a guideline developed in the mid-1990s on how much a retiree can withdraw from their accounts without running out of money.

Devices can help keep you connected while traveling, but they're also susceptible to unique risks. Here's how to boost your cybersecurity when you're away from home.

2024 was another wonderful year for the stock market. In fact, the last two years were the best two consecutive years in a quarter century. An economy fueled by record corporate earnings, strong job creation and robust consumer spending led to better-than-expected returns for stocks once again.

Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As our nation ages, many Americans are turning their attention to caring for aging parents.

What to do now to stay in your own home as you grow older.

The S&P 500 has a case of bad breadth as a few mega cap stocks dominated versus the average stock…

Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have.

As we plan for retirement, have you considered planning for long term care?