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With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what happens on November 5 impact my finances?”

A four-year college degree is expensive. How expensive? While the numbers vary depending on whether you attend a public or private university, or in-state or out-of-state institution, the data is sobering.

If you are a small business owner — or plan to be one — you should be aware of a new reporting requirement.

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” Normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in recent years.

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people thinking about retirement planning and encouraging them to strive toward a specific monetary goal.

There isn’t a week that goes by when you don’t read about some data breach, and tens of thousands of people becoming victims of identity theft. Safeguarding your personal and financial information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect your personal identity.

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to pre-TCJA levels.

As tax season comes to a close, we want to make sure you are aware of this year’s increases in annual IRS limits for retirement plans, IRAs, etc. See the below infographic for a full view of the 2024 increases, with the 2023 numbers for comparison.

As the presidential race heats up, there is a common question on investors' minds: "How might the looming White House vote impact the markets?"

Some may wonder if they should tweak their portfolio or sit tight with the uncertainty ahead. It’s a difficult question to answer.

There are numerous financial deadlines throughout the year, and they can be difficult to keep track of. To simplify it we put together some of the most important deadlines that you should add to your calendar for 2024.