Many people think about taxes once a year — when April rolls around and it's time to file.
By then, the year is already in the rearview mirror. The decisions
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new
Many people think about taxes once a year — when April rolls around and it's time to file.
By then, the year is already in the rearview mirror. The decisions
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset
You know how life tends to throw in a few plot twists?
They don't ask if you're ready. They just show up—with potential financial consequences tagging along.
A
What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That
Many people don’t regret being retired. They regret how they got there.1
“I wish I had saved earlier.”
“I didn’t think long-term care would matter.”
“I should’ve
Some years pass quietly. 2025 wasn't one of them.
Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested
It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of constraint, anxiety, and scarcity.
This isn't
Inflation has been the boogeyman of the economy for months.
Sticky prices. Rising gas costs. A looming rate hike.
The latest report provided useful data for
What will happen to your business when it’s time for you to take a step back?
That can be a tough question that many business owners eventually have to face.
Yet
Tax season might not spark joy, but a refund sure can.
In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of
