Bradford delivers views on industry topics, tax laws and policy changes that impact you to help educate investors about the market, personal finance, insurance, taxes and more. We update our blogs each month. 

Subscribe & Stay Informed

 

Latest Insights & Blogs

Are You Ready for Retirement? Deciding when to retire isn’t just about finances—it’s also about balancing emotions, expectations, and goals for the future. Our latest blog explores common retiree regrets, like retiring too early or underestimating expenses, and offers practical tips to help you plan a retirement you’ll truly enjoy.
Your beliefs about money can shape your financial habits and influence your future. This blog shares 8 powerful tips to reprogram limiting beliefs, build better habits, and take control of your financial success. Whether you're looking to set new goals or improve your financial literacy, these strategies can help you achieve the prosperous future you deserve.
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...
Shallon Weis |
Categories
earn key financial milestones after age 50, including catch-up contributions, Social Security eligibility, Medicare enrollment, and required minimum distributions for retirement planning.