Financial Advisor vs. DIY Investing: Which is Right For You?
As the saying goes, “money makes the world go round.” And when it comes to managing your finances, making the right choices can have a
Kellie Collier
August 9, 2024
Tax Season Made Easy: Tax Document Checklist
Nothing can trigger an intense emotional response quite like tax season. Whether you’re filing your taxes yourself or seeking assistance from a professional, having the
Kellie Collier
April 27, 2024
Social Security Cost-of-Living Adjustments for 2024
Have you noticed a slight increase in your Social Security benefits lately? Starting January 2024, more than 71 million Americans can expect an average increase
Kellie Collier
February 28, 2024
Budgeting 101: How to Start a Budget and Stick to It
Creating and sticking to a budget is one of the most important ways to reach your financial goals. And while 74% of Americans are committed
Kellie Collier
January 11, 2024
Caring for Mom and Dad: Managing Parents Finances
As our loved ones age, it becomes increasingly clear that beyond their physical and emotional needs, the financial needs of our parents become a priority.
Kellie Collier
November 17, 2023
Secure 2.0 Act: RMD Changes You Need to Know
In 2022, Congress passed a sweeping $1.7 trillion bipartisan bill to improve retirement for millions of Americans. The Secure 2.0 Act made massive changes to
Kellie Collier
October 11, 2023
Losing a Partner: 8 Financial Planning Tips for Widows
Losing a partner is one of the most devastating life experiences. Early into the grieving process, many spouses and life partners are faced with what
Kellie Collier
August 23, 2023
How the TD Ameritrade to Schwab Transition Impacts You
Since 2018, Prudent Investors has used TD Ameritrade (TD) as its custodian to custody its client assets. In November 2019, Charles Schwab (Schwab) announced that
Jared Ong
July 19, 2023
Robo Advisor vs. Human Advisor: Choosing the Right Investment Guidance
AI is taking the world by storm. Chatbots, like ChatGPT and Google Bard, help a wide range of individuals and organizations access specific, straightforward information
Jared Ong
June 30, 2023
Financial Milestones: How to Get Ahead at Every Age
If you are one of the millions of Americans who have their money tucked away in a retirement account, you’ve likely caught a glimpse of
Jeremy Lau
June 14, 2023