Financial Articles

Enjoy our archive of financial tips and insights on the questions you already have.

Danielle Hunter Danielle Hunter

Protecting Your Assets in Divorce

Divorce isn’t only an emotional event—it’s also a financial turning point. Even when both partners intend to part on good terms, dividing property, accounts, and investments can be complicated. Understanding how assets are classified, what your state’s laws require, and which preemptive steps to take can help you protect what’s yours and prepare for a confident financial future.

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Danielle Hunter Danielle Hunter

Understanding the Basics of ESG Investing

More investors are not only asking how their money grows, but also what it supports. That’s where environmental, social, and governance (ESG) investing comes in—also called sustainable investing.

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What Is a Roth 401(k)?

While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s.

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How Income Taxes Work

Taxpayers and businesses spend an estimated 7.1 billion hours a year complying with tax-filing requirements, which is worth $388 billion in economic value just to comply with tax regulations.1

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Retirement Plan Choices for Small Businesses

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees?

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The True Cost of Delaying Retirement Contributions

When life is busy, it’s easy to promise yourself you’ll “start saving later.” The catch is that retirement accounts don’t just grow with what you put in—they grow with time. And time is the one ingredient you can’t make up.

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Danielle Hunter Danielle Hunter

Assess Life Insurance Needs

If your family relies on your income, it's critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances.

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Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their jobs are faced with a decision about what to do with their 401(k) account. Individuals have four choices with the 401(k) account they accrued at a previous employer.

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Danielle Hunter Danielle Hunter

New Retirement Contribution Limits for 2026

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your 2026 tax strategy.

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Danielle Hunter Danielle Hunter

Building Your Financial Dream Team

Managing money can sometimes feel overwhelming. There are so many moving parts: saving for retirement, paying taxes, planning for your family’s future, and making thoughtful investment decisions. The good news is you don't have to figure it all out alone.

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Danielle Hunter Danielle Hunter

How to Choose Between Buying & Leasing a Car

For anyone in the market for a vehicle, one of the most important financial decisions to make is whether to lease or buy. It’s not just about preference; it’s about cost, flexibility, and how a vehicle fits into your broader financial goals.

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A Primer on Dividends

When looking for income-generating investments, some investors turn to dividend-yielding stocks.

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Managing Health Care Costs in Retirement

For many retirees and those approaching retirement, health care is one of the biggest financial concerns. Medicare offers a valuable foundation, but it doesn’t cover everything. This guide outlines what you need to know to take control of your health care expenses in retirement.

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Danielle Hunter Danielle Hunter

Do You Owe The AMT?

In taxes, there’s an equalizer of sorts; it’s called the alternative minimum tax, or AMT. Instituted in 1969, it was intended to ensure that the very rich didn’t pay a lower effective tax rate than everyone else.

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Fixed or Variable Mortgage, Which Should You Pick?

Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed or variable interest rate mortgage.

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Danielle Hunter Danielle Hunter

Healthcare Costs in Retirement

In a 2025 survey, only 41% of all workers had calculated how much money they would need to pay for medical expenses in retirement. Being aware of potential healthcare costs during retirement may allow you to understand what you can pay for and what you can’t.

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Danielle Hunter Danielle Hunter

Are Subscriptions Draining Your Bank Account?

When you open your bank statement, do you notice a string of small charges you barely remember signing up for—a streaming service you signed up for during the pandemic, the meditation app you downloaded during a stressful week, and a digital magazine subscription you haven’t read in months?

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Danielle Hunter Danielle Hunter

How Much Should You Spend on Aging in Place?

Aging in place—the idea of staying in your own home as you grow older—offers both independence and comfort. But while the idea sounds appealing, the financial reality of making it happen can be more complicated than many anticipate.

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