Free estate planning clinic aims to help Baton Rouge families prepare for the future
BATON ROUGE, La. (WAFB) – Planning for life after death is a conversation many people avoid, but local…
Towson wealth manager acquired by Atlanta firm – Baltimore Sun
Towson wealth manager acquired by Atlanta firm Baltimore SunWaverly Advisors Acquires InVista, Adding $332M AUM Wealth ManagementWaverly Advisors, Merit Financial…
Most Retirees Get Income from Social Security and Other Key Sources—Here’s How It Breaks Down
About 19% of Americans 65 and older rely on Social Security for 90% or more of their income.Credit:…
2027 Social Security COLA Lands in Mid-October: How the Increase Is Calculated and When It Hits Your Check
The Social Security Administration (SSA) will announce the 2027 COLA in mid-October 2026, shortly after the Bureau of…
New Personal Finance Book, Master Your Cash Flow, Challenges Traditional Beliefs and Offers a Path to Financial Freedom
You do not have to punish and deprive yourself of the spending pleasures you want in life if…
Attorney John Levy shares estate planning mistakes that could leave your family in a bind
Planning for the future may not be fun, but attorney John Levy says it can save your loved…
Ossified Portfolios Aren’t the End of the Road
The Low-Basis Dilemma “My client is locked up.” “The tax bill is too big to make a change.”…
How a 44-Year-Old Could Build a $9,000 Monthly Paycheck by 60 Without Maxing a 401(k)
Quick Read Generating $108,000 annually from dividends requires roughly $2.7M at a 4% yield, $1.8M at 6%, or…
New guide to file for Social Security in 2026 now available
Are you counting on Social Security as an important source of income in retirement? You’re not alone. Nine…
Common misconceptions about federal retirement benefits
The Office of Personnel Management is still catching up from increased retirement applications, stemming from the high number of…
Americans reveal what they do — and don’t — prefer to inherit from a loved one: survey
A statue of Abraham Lincoln, a butter knife made of solid gold and a talking fish — these…
$3B Berger Financial Sells Majority Stake to Alts Manager Investcorp
Berger Financial Group, a Minnesota-based registered investment advisor with more than $3 billion in assets under management, has…