TOPIC 1

Eget nullam non nisi est. Tristique senectus et netus et malesuada. Tellus integer feugiat scelerisque varius morbi enim nunc faucibus.

 
 
Journal | Access by Human Investing
Five Smart Ways to Spend Your Tax Refund
Five Smart Ways to Spend Your Tax Refund

Tax season often comes with the sweet surprise of a refund—and while it might feel like a bonus, it’s actually a golden opportunity to make strategic moves for your financial future.

Does your asset allocation fit your current life situation?
Does your asset allocation fit your current life situation?

Diversifying your assets also known as your asset allocation is the mix of stocks, bonds, and cash in your investment portfolio. And it’s one of the key decisions you’ll make with your financial advisor.

5 Financial Resolutions for the New Year
5 Financial Resolutions for the New Year

As the new year begins, it’s the perfect time to set financial goals to help you grow and protect your wealth. Whether you're planning to build on your current assets or simply become more disciplined with your finances, these five resolutions can help you achieve financial security and peace of mind.

Supersize your Savings: Contribution Limits Jump in 2025
Supersize your Savings: Contribution Limits Jump in 2025

January isn’t just a time for post-holiday blues and ill-fated New Year’s resolutions. It’s also the start of new contribution limits for your retirement and investment accounts.

 

TOPIC 2

Eget nullam non nisi est. Tristique senectus et netus et malesuada. Tellus integer feugiat scelerisque varius morbi enim nunc faucibus.

 
Journal | Access by Human Investing
Five Smart Ways to Spend Your Tax Refund
Five Smart Ways to Spend Your Tax Refund

Tax season often comes with the sweet surprise of a refund—and while it might feel like a bonus, it’s actually a golden opportunity to make strategic moves for your financial future.

Does your asset allocation fit your current life situation?
Does your asset allocation fit your current life situation?

Diversifying your assets also known as your asset allocation is the mix of stocks, bonds, and cash in your investment portfolio. And it’s one of the key decisions you’ll make with your financial advisor.

5 Financial Resolutions for the New Year
5 Financial Resolutions for the New Year

As the new year begins, it’s the perfect time to set financial goals to help you grow and protect your wealth. Whether you're planning to build on your current assets or simply become more disciplined with your finances, these five resolutions can help you achieve financial security and peace of mind.

Supersize your Savings: Contribution Limits Jump in 2025
Supersize your Savings: Contribution Limits Jump in 2025

January isn’t just a time for post-holiday blues and ill-fated New Year’s resolutions. It’s also the start of new contribution limits for your retirement and investment accounts.