January is Financial Wellness Month, a time to check-in with your financial strategy.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

The Holiday season can be a wonderful time to reflect on our blessings. Each of us has much to be thankful for... some more than others, and therein lies the problem.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

As a retiree, or an older individual, you may find yourself at risk for encountering financial scams. Here are a few ways to protect yourself and your loved ones.