Daphne Jordan CFP (R)2 days agoTwenty Years for Pioneer Wealth: A Conversation with Its FounderI n 2004, several noteworthy events occurred. Facebook was launched. The New England Patriots won Super Bowl XXXVIII. NASA landed rovers...
Chris Cyndecki CFA, CFP®5 days agoCash Isn’t King Forever: What Falling Interest Rates Mean for Your CashOver the last two years, cash has made a comeback. Yields on high-yield savings accounts, CDs, and money market funds approached 5%. Many...
Iza PicazoNov 11Important Inflation Reduction Act Credits to Take Advantage of Before a Potential 2025 RepealEV and Home Energy Credits to Claim before Potential Repeal in 2025 The Inflation Reduction Act of 2022 (IRA) was passed with a multitude...
April Busby, CPA, CFP®, PFSNov 11Tips for Women Who Are Living in the Sandwich GenerationAt a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of...