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  • Trends

    The Impact of Airbnb on Housing, Inflation, and Renters in the U.S.

    The rise of short-term rental platforms like Airbnb is having a profound impact on the U.S. housing market, driving up both home and rental prices, and contributing to inflation.

    August 30, 2024
  • Financial Education

    Enhancing Your Corporate Giving Strategy with a Donor-Advised Fund

    Corporate giving is a powerful way to foster positive change in communities while reinforcing your company’s mission and values.

    August 30, 2024
  • Financial Planning

    Maximizing Your Retirement Income

    By investing wisely, preserving your wealth, and pursuing passions that generate income, you can maximize your retirement income and enjoy lasting financial security.

    August 30, 2024
  • Trends

    Reevaluating Retirement Readiness Amid Financial Insecurity

    Amid growing concerns about financial security in retirement, a survey shows that 70% of employees doubt their ability to afford a comfortable retirement. This widespread anxiety underscores the inadequacy of current retirement savings plans.

    July 26, 2024
  • Financial Education

    Family Finances – Learning to Discuss What Matters

    Understanding the best ways to handle unexpected tax bills is essential for safeguarding your financial well-being and ensuring you don't derail your long-term goals.

    July 25, 2024
  • Trends

    Mid-Year Market & Investing Analysis

    In the latest market commentary from Raymond James, a surprisingly resilient economy in 2024 defies earlier recession forecasts.

    July 25, 2024
  • Trends

    Strategic Changes in Retirement Planning Post-Chevron

    The Supreme Court's reversal of the Chevron Doctrine significantly shifts the regulatory landscape for retirement plans, making compliance more complex. Financial advisors and plan sponsors must now adopt a proactive approach to navigate these changes and ensure the stability of retirement plan offerings.

    July 25, 2024
  • Trends

    Rethinking Retirement – Is Saving Until 95 Really Necessary?

    Is it necessary to plan financially for living up to age 95? HealthView Services' recent white paper challenges this common guideline, emphasizing personalized retirement strategies.

    July 25, 2024
  • Trends

    Top U.S. Retirement Destinations 2024

    Retirees across the U.S. are moving to cities and states that better align with their vision of retirement. Recent data highlights significant migration trends, with cities like Mesa, AZ, and states like Florida being top destinations...

    July 26, 2024
  • Financial Planning

    Effective Ways to Manage Surprise Tax Bills and Protect Your Financial Plan

    Understanding the best ways to handle unexpected tax bills is essential for safeguarding your financial well-being and ensuring you don't derail your long-term goals.

    May 31, 2024
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