Every October, financial professionals and organizations across the country come together to observe National Financial Planning Month. This annual initiative, established by the Financial Planning Association (FPA), serves as a powerful reminder that financial wellness isn't just about having money—it's about having a plan.
With upcoming changes to tax policy in 2026 that may limit your charitable deductions combined with the SALT cap increase to $40,000, this year presents a unique opportunity to maximize your charitable impact while optimizing tax benefits. Here’s a look at two common vehicles that are used to make larger gifts.
Travel marketing sells us beautiful beaches and iconic landmarks, but the most profound journeys offer something far more valuable than Instagram photos—they fundamentally shift how we see ourselves and the world around us. Transformative travel doesn't require exotic destinations or unlimited budgets; it requires openness to experiences that challenge your assumptions and expand your understanding of what it means to be human.
The 60-day rollover rule for IRAs offers a solution for short-term cash crunches, but extreme caution should be exercised when considering this strategy. Read on for how it works and how to avoid the potential pitfalls.
The average person checks their phone 96 times per day and spends over 7 hours staring at screens. If you find yourself mindlessly scrolling, feeling anxious when separated from your devices, or struggling to focus on real-world activities, it might be time for a digital detox.
Every October, financial professionals and organizations across the country come together to observe National Financial Planning Month. This annual initiative, established by the Financial Planning Association (FPA), serves as a powerful reminder that financial wellness isn't just about having money—it's about having a plan.
