For generations, homeownership has been billed as the hallmark of the American Dream. However, for high earners, it can also be a way to reduce taxes, receive more favorable capital gains treatment, and invest in their family’s future. Below, we discuss a few benefits of homeownership that can have an outsized impact on households with … Read More about High Earners and Homeownership: Why It’s More Than Just a Status Symbol

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers will bring some flowers in May, despite the widely cited stock market adage, “Sell in May and go away.” There is some merit to this old adage because the S&P 500’s … Read More about Navigating May’s Stock Market Outlook

When people think of life insurance, the first thing that may come to mind is ensuring your loved ones are covered enough should something happen to you. It is a concern that more than half of all Americans consider, with at least 52% of them covered by life insurance in 2023 according to LIMRA. However, … Read More about How Insurance Can Be Used for Retirement Planning

Dealing with the death of a loved one is not easy. With it comes many decisions, including how to handle the funds from their life insurance policy. Whether you are the sole recipient of a loved one’s policy or only receiving a portion of it, it is essential to know a few things when it … Read More about What to Do on the Receiving End of a Life Insurance Policy

Their top spending priorities, according to new data, are rent and flights. The travel sector is witnessing a seismic shift in consumer behavior, particularly among Generation Z, whose appetite for travel is not just burgeoning but is fundamentally altering the landscape of the industry. The 2024 State of Student Travel Report by StudentUniverse provides an … Read More about Unpacking Gen Z’s Travel Spend: A Golden Opportunity for Investors