The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels […]
If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can […]
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles […]
Here are some interesting real estate activity updates:
An update to a Fed interest rate increase on Wednesday May 3. Something to keep in mind is that we have an economics “team” that […]
Long Live Tax Season: Tax Planning Year-Round We’re coming to the end of tax season, but that doesn’t mean we should stop thinking about taxes. […]
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s […]
Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple sculpt their first money memory […]
So far this year, the direction of the economy and financial markets has been elusive. Is inflation headed in the right direction? Inflation changed course […]
The Markets Ambiguous images. Some illustrations are optical illusions. When two people view the picture, they may see completely different images. A good example is […]