Wondering how to maximize your Social Security benefit? 🤔 Patience is key - gaining the extra income by waiting each year before...

October is Financial Planning Month — a good time to pause, take stock, and ask: Am I on track?  Maybe you’re preparing for tax season. Maybe you’re thinking about retirement. Either way, your financial plan deserves a checkup. If you’ve fallen short of your 2025 goals — or you just want to aim higher — these financial planning tips can help you move forward with more confidence (and less stress). 1. Revisit Your Household Budget Inflation’s cooled, but prices haven’t dropped

Stephen Weitzel and Joe Perdue discuss our perspective on the pros and cons of going to cash in the current favorable yield environment....