Blog and Resources
Financial news you don't want to miss.
The Fed Finally Cut Rates. What Could It Mean for Your Finances?
October 04, 2024On September 18, 2024, the Federal Reserve’s Federal Open Market Committee (FOMC) made a significant move by lowering th...
After a Massive Breach, Is Your Data in Danger?
August 27, 2024National Public Data, a consumer data broker, confirmed last week that a hacker had targeted the company in December 202...
Required Distributions: Changes You Need to Know
August 13, 2024The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking distribu...
New Consumer Protections for Airline Passengers
August 06, 2024Banks, hospitals, retailers, and airlines are still dealing with the fallout from the massive CrowdStrike IT outage in J...
Real Estate Commission Changes Around the Corner
July 23, 2024In March 2024, the National Association of Realtors (NAR) agreed to a historic $418 million settlement after losing an a...
The Economic Impact of an Aging World
July 09, 2024The world is experiencing a profound demographic shift, with populations aging at an unprecedented rate. This trend pose...
Retirement Confidence Edges Up, With Some Optimism
June 11, 2024After falling in 2023 by the widest margin since the 2008 financial crisis, retirement confidence began to edge back up ...
Real Estate Roundup: Feeling the Impact of Higher Rates
June 04, 2024U.S. commercial real estate prices fell more than 11% between March 2022, when the Federal Reserve started hiking intere...
What Does the Future Hold for Social Security and Medicare?
May 21, 2024Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress tracking th...
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
May 14, 2024In early 2022, the IRS issued proposed regulations concerning required minimum distributions (RMDs) to reflect changes i...