Financial Planning Blog

In 2025, employees can contribute up to $23,500 to their 401(k), with those aged 50+ eligible to add a $7,500 catch-up...

Many people assume a financial advisor's job is to predict markets—but the real value lies in the roles they play beyond...

The current market environment could provide an opportunity to refinance your mortgage, rebalance your portfolio, or relook at...

Embarking on a financial plan is like sailing around the world. The voyage won’t always go as planned, and there’ll be rough...