Why delaying retirement may not save you from inadequate savings

Planning to extend your working years is a common strategy for many Americans who are concerned about their retirement savings. According to a recent survey conducted by CNBC and SurveyMonkey,

Detail

The Hidden Cost of 401(k) to IRA Rollovers: What You Need to Know

When transferring funds from a 401(k) plan to an individual retirement account (IRA), many investors make a costly mistake by keeping their money in cash instead of investing it. Rollovers

Detail

Why stocks typically decline in September and why it may not matter for some investors

Stock investors have historically faced challenges in September. According to data from Morningstar Direct since 1926, U.S. large-cap Stocks have experienced an average loss of 0.9% during this month. In

Detail

Kamala Harris Surging in Polls Leads to Increased Wealth Transfers to Children

The close presidential race has sparked a surge in tax planning among ultra-wealthy investors, particularly due to concerns about a potential increase in estate taxes. The looming expiration of a

Detail

August 2024 Deflation Breakdown: A Detailed Analysis in One Chart

In August, Inflation eased to its lowest level since February 2021, marking a trend known as “disinflation” where prices are still rising but at a slower pace. While there are

Detail

6 reasons why being a millionaire isn’t always glamorous

Brandon Copeland, a former NFL linebacker turned personal finance coach, is on a mission to educate others about financial literacy. After playing for six teams in the NFL over 10

Detail