Financial Wellness Center

The IRS collected a little more than $4 trillion in net taxes (after refunds) in fiscal year 2023. About half was individual income taxes, and around...

Written By: Nate Garrison, CIO, World Investment Advisors What is causing the recent market volatility and downturn? Rising concerns, initially...

Since 2022, many homeowners have been reluctant to sell and move because they would have to finance their next homes at much higher rates than they...

Shaping the future of investing, wealth management and financial planning The world of wealth management is undergoing a profound transformation, as...

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2024. If you had earned income last year, you may be...

Decision-making is a fascinating and complex behavior. Your mindset plays a crucial role in shaping long-term choices, particularly when it comes to...

Black Americans face numerous barriers to wealth-building due to systemic inequality and racial bias. One analysis found that the median white family...

The start of a new year is the perfect time to revisit your financial goals and refine your strategies. By taking intentional and thoughtful steps,...

The level of the federal funds rate affects many short-term interest rates, including the yield on money market funds, which invest in high-quality,...

To help you stay informed, here are five changes you can look forward to in the new year. Higher catch-up contributions for some.As of January 1,...