Dive into the essentials of taxes with our comprehensive guide. Perfect for both beginners and those needing a refresher, explore tax types, planning strategies, and practical tips this Financial Literacy Month.

Whether it's embracing the sweat equity approach to property investment, exploring passive income opportunities through REITs and syndicates, or leveraging the expertise of seasoned professionals, Ryan's insights offer a roadmap for navigating the complexities of the real estate landscape with confidence and clarity.

Welcome to Financial Literacy Month! As we celebrate the importance of financial education, there's no better time to dive into the world of retirement planning. Whether you're just starting your career or nearing retirement age, understanding the basics of retirement planning is essential for securing your financial future.

In an era marked by economic uncertainty and rapidly evolving financial landscapes, the importance of financial literacy cannot be overstated. Yet, as we delve deeper into the realm of financial education, we uncover a sobering reality: a significant gap exists, both in general financial literacy levels and particularly in the divide between genders. In this blog, we'll explore the nuances of the financial literacy crisis and shed light on the gender gap, delving into its causes, implications, and potential solutions.

In Gayle Ross, you'll find more than just a financial advisor—you'll find a dedicated partner committed to your success. With her wealth of experience, personal approach, and unwavering dedication, Gayle is poised to guide you towards a future of financial prosperity and peace of mind.

As circumstances change and retirement approaches, strategically managing the various aspects of your wealth becomes increasingly more complicated. For some, consulting a wealth management professional provides value and peace of mind beyond measure. But how do you know if this is the best decision for you? In this article, we outline the ten signs that indicate it may be time to work with a financial advisor…

. In this blog post, we'll explore the benefits of charitable giving in retirement and offer some tips on how retirees can make a meaningful impact through philanthropy.

As you plan for your retirement, you've likely come across various options for saving and investing your hard-earned money. One such option that's gaining popularity is Roth deferrals. Understanding what Roth deferrals are and how they can benefit your retirement savings strategy is crucial for maximizing your financial future.

In the realm of estate planning, trusts stand out as powerful tools for preserving wealth and ensuring its smooth transfer to future generations. While often associated with the ultra-wealthy, trusts offer benefits that extend far beyond high-net-worth individuals, providing a flexible and effective means of protecting assets, minimizing taxes, and achieving specific estate planning goals. Let's delve into the world of trusts and explore how they can help you safeguard your legacy for generations to come.

How do you and your partner balance the “love-money seesaw”? First and foremost, it’s important to understand the key financial concepts that typically impact romantic partnerships. In this comprehensive guide, we’ll cover these financial concepts: estate planning, sharing assets, tax perks in marriage, and designating roles and responsibilities in the financial planning process.

“I value the perspective I get from the families I serve, more than I could ever tell you…the advice from families who've been married decade after decade after decade, the ideas and the wisdom I get from the genuine people I get to talk with. That's why I love what I do”

Embarking on the journey of retirement brings forth a multitude of decisions, one of the most significant being whether or not to downsize your living space. Beyond the practicalities of square footage and property values lie complex emotional and financial considerations. In this week's blog, we'll explore the pivotal factors to help you determine if downsizing is the right choice for your retirement lifestyle.

When it comes to investing, staying ahead of the curve often means exploring innovative strategies. One such strategy gaining traction is custom indexing. If you're keen to elevate your investment knowledge, this blog will break down the fundamentals of custom indexing, offering insights into how it works and why it might be a game-changer for your portfolio.

In the ever-evolving landscape of finance, where numbers and logic often take precedence, it's essential to recognize the profound influence that emotions can have on our financial choices. Behavioral finance, an interdisciplinary field that intertwines the realms of psychology and economics, offers valuable insights into the human side of financial decision-making.

Fiat’s team-building trip to Salt Lake City was more than just a getaway. It was a resounding success, leaving everyone feeling revitalized and energized. It was a time to connect with each other's partners and to build stronger relationships with our partners at TownSquare Capital. The invigorating team-building exercises were designed to enhance communication and trust and to reinforce our commitment to working cohesively towards shared objectives. The picturesque setting served as a perfect backdrop for brainstorming and bonding, aligning our goals and strategies for the future. The bonds forged during our visit will undoubtedly translate into more efficient, streamlined, and client-focused solutions. It was a truly unforgettable experience that will be cherished by all who attended.

In the ever-evolving landscape of finance, staying updated on tax season is paramount. One question we’ve been getting from clients is: “When will I receive my tax forms?” Not to worry - Charles Schwab has laid out all of this information for our clients, which we have compiled into a helpful chart. Plus, we’ll review some key updates for 2024 tax planning.

Pursuing financial freedom is nuanced, and understanding how your unique circumstances align with retirement savings benchmarks is critical to ensuring a retirement that matches your lifestyle. This comprehensive blog post will explore a range of benchmarks tailored for different income levels and ages, offering insights and strategic considerations for individuals aged 50+, with all the most updated data for 2024.

There are endless emotional and logical layers to how retirement changes one's existence, beyond what many people realize. One big decision is choosing whether or not to join a “retirement community” - a residential community designed for older adults, typically aged 55 and older, who are retired or semi-retired. These communities are created to cater to retirees' specific needs, preferences, and even interests - i.e., Golf Communities, RV Communities, etc - while providing a supportive and comfortable living environment. So, as retirement approaches, you may find yourself asking if this is the right path for you. While only you and your financial advisor can fully address this question within your overall financial plan, we can guide you through core considerations associated with retirement communities and offer insights to help you make informed decisions.