How to Calculate Your Net Worth & Why It Matters
Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.
Scammers Are Getting Smarter in 2022: 5 Ways to Spot Them Online, Over the Phone and In Person
As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.
Brett's Insights on the US and global economy with the Russian invasion of Ukraine
With this morning's Russian invasion of Ukraine, Brett gives his insights on the US economy and global equity markets in the video below.
Understanding FDIC Insurance
FDIC insurance is insurance offered by the government to help protect your deposits at an insured bank. Learn more about FDIC insurance, including what it covers.
6 Ways to Stay Financially Fit in 2022
Do your New Year's resolutions need a little tune-up already? Not to worry. Consider these 6 tips to get your financial health in shape.
Understanding (and Avoiding) the "Money Illusion"
The “money illusion” refers to how we view our buying power today versus in the future. Are you falling victim to this potentially dangerous ideology?
Brett's Insights on the Recent Volatility in Equities
With the recent volatility in equities, Brett would like to share a few thoughts.
Your Guide to Emergency IRA and 401(k) Withdrawals
If you’re experiencing financial hardship or emergency, knowing the rules of the road for penalty-free retirement plan withdrawals is important.
5 Reasons Why You Might Retire Earlier than You Planned
Whether you’re starting a career or approaching the end, here are the reasons why you should strategize retiring earlier than you might plan.
Estate Planning in 2022: Do You Have These Documents Prepared?
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
What Is My Tax Bracket for the 2022 Tax Year?
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.