Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket.

Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial...

Women and Financial Strategies

by Tim Obendorf on
Categories
Nearly 60% of women take the lead in managing their household finances, yet only 19% of women feel very confident in their ability to fully retire with a comfortable lifestyle

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.1, 2

Many people today believe they’ll need at least $1.5 million saved to retire comfortably.3 But is that number right for you? The real...

How Hindsight Bias Hurts Investors

by Tim Obendorf on
Categories

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions in play.1

With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray.

Here...