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1099 forms report different types of income you may have received throughout the year. Understanding which forms to expect and what they mean is crucial for accurate tax reporting.

Are you sitting on a pile of cash, not earning interest (or very little) at the bank? The beginning of the year is a great time to set your intentions and establish good habits to ensure you save for your financial goals.

As the year winds down begin considering your year-end resolutions. The goal-setting process allows you to reflect thoughtfully on the past year and set meaningful, achievable goals for the year ahead.

Quickly access annual retirement plan limits and other tax figures throughout the year using this handy reference guide. It covers most IRS and Social Security figures for 2025.

Read insights from "The Dumb Things Smart People Do with Their Money " by Jill Schlesinger discussed during the Fall 2024 Women's Financial "Book" Club. Discussion questions available for download.

To simplify your year-end tax planning efforts and minimize your tax liability, we recommend a quick review of your Required Minimum Distributions, charitable contributions (including Qualified Charitable Distributions), 529 Plan contributions, and other tax-advantaged retirement contributions.

In October 2024, the Social Security Administration and the IRS released the inflation adjustments for Tax Year 2025. Review this information to understand how these changes will affect your financial plan.

Relationships change over the years, and you may have forgotten to review your beneficiaries in light of new planning goals. A periodic review will help keep your beneficiary designations in alignment with your overall estate planning goals.

The Fed Funds rate was reduced on Sept. 18, 2024, and you may be wondering about the implications of this decision on the overall economy including consumer spending, stock market performance, and bond market activity. Here's what you need to know.

Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.