Financial news and market insights - Roland Szukhent

Tax

Taxes are unavoidable, but mismanaging taxes can result in paying more than necessary. These strategies can help you keep more of your savings for yourself. Read More »

Education & Career

529 plans may be a tax-advantaged way to save for post-secondary education. Read More »

Markets & Economy

Recent tax cuts have triggered discussions about the federal debt. With debt exceeding $15 trillion, how could this impact the economy? Predictions to consider »

Markets & Economy

Market uncertainty can make planning for retirement challenging. A long-term strategy can help you minimize risk and optimize your resources. Key investing strategies »

Personal Finance & Investing

Understanding how to become wealthy is less about status & more about confidence. Learn how investors established better money habits. Watch our video »

Personal Finance & Investing

Beyond providing financial planning advice, what does a financial advisor do? Find out more about financial advisory services and the value advisors bring. Learn more »

Retirement

Establishing retirement income strategies can help ensure you generate enough income to last a lifetime. Review our tips on investing after retirement. Key strategies »

Markets & Economy

Volatility following more than a year of calmer markets has been a wake-up call for many investors. Should you stay the course? Action to consider »

Roland Szukhent

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Common retirement risks: Taxes

Get an "A" in college savings: 529 plan features

What does the budget deficit mean for investors?

Retirement planning: 3 phases of investing

5 habits of successful investors

Top advice questions answered

Your retirement: Making assets last

Preparing for the next market correction