Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are several things you can do now to optimize your tax burden, and your HCM Advisor can help walk you through them.
Dividend investing is a popular choice for investors who want regular income. In order to be a savvy investor, it’s important to understand and explore dividend yields, including what they are, how they are calculated, and why they matter.
While the ordinary house cat might not be your first pick when thinking of animals to model your investment style after, your favorite furry friend has several qualities that might be helpful to your investment outlook.
A financial plan that fails to account for inflation over time can lead us down a false path to financial freedom. Learn more about what this Money Illusion is, how it can trap us, and what we can do to avoid falling for it.
AI is extremely popular right now, with many people claiming it can handle retiement planning better than the pros. Let's analyze those claims.
529 Accounts have long been a way for parents to start saving for college early. Recent legislation has expanded what can be paid for with 529 withdrawal funds. This artricle details the updates and how to incorporate them into your financial plan.