Have you ever used one single data point to make a big decision? I feel like this happens quite a bit when it comes to investments.

New Limits for 2024 Retirement Plans Regarding 401(k), 403(b), 457 plans, and Thrift Savings Plan: The contribution limit for 2024 has increased to $23,000, a rise from the previous year's $22,500.

Charitable giving provides both good and tax savings. Here are some strategies to help maximize both: Donate appreciated assets - Contributing long-term appreciated securities, such as stocks, mutual funds, bonds, real estate, or private company stock, can be a highly tax-efficient method of giving.

When you meet with a new financial advisor, you can almost guarantee that one of the initial questions will be: ‘what are your goals?’ I will admit I’m guilty of this too, and I can admit that goals are hard questions. We are bombarded with typical ideas of what success looks like for example “buying a house” or “retiring early.” These are the pretty standard answers. But are those your goals?

Leading economic indicators are statistics and data points that provide insights into the future direction of an economy. Here are ten leading economic indicators:

The Arizona Private Education Tax Credit, is a program that provides tax credits to individuals and businesses who make a contribution to a qualifying School Tuition Organization (STO).