The holidays are supposed to be merry — but for many people, they’re also expensive. Between the travel, gifts, food, and festive “must-haves,” it’s easy for December to drain your wallet faster than you can say Merry Christmas. But a joyful holiday season doesn’t have to end with a January credit card hangover. With a little planning and a few mindful habits, you can stay on budget and enjoy the season. Here’s how to keep your holiday spending in check this year. 1. Set a Re

Financial planning is full of acronyms—RMDs, QCDs, TODs, IRAs—and at first glance, it can feel like a confusing bowl of alphabet soup....

When people hear the word “portfolio,” they often imagine a cookie-cutter mix of stocks and bonds. But at Fourth Avenue Financial, we...

When most people hear “financial planning,” they picture wealthy retirees sitting with an advisor, talking about million-dollar...

As we navigate the ever-shifting tides of our financial lives, the distant shore of retirement often seems obscured by the fog of...

Many individuals believe that budgeting is difficult, but the act of budgeting is actually straightforward. To get your desired result,...

A strong partnership requires honest financial communication. In the past, couples were frequently advised to merge their finances...

On Wednesday, March 22, 2023, the Federal Reserve implemented a quarter percentage point interest rate increase. This recent rise is a...

You've probably heard the adage "more money, more problems." While this saying sounds humorous, there may be more truth to it than you...

As we settle into the rhythm of the new year, now is an excellent opportunity to consider your financial habits. Some financial decisions...

Retirement planning is an integral part of life, and a solid plan can help you build your nest egg so that you’re prepared for the...

If you're like most people, you're looking forward to the day you retire. Thinking about spending more time traveling, with loved ones...

When was the last time you visited the doctor? When you went, you were likely getting some form of check-up. This is how we take care of...

It's nearly the beginning of a new year, and you know what that means! All of the financial "experts" are making forecasts for 2023. We...

This is the most joyful moment of the year, despite having a year with increased prices for goods. This can make individuals more...

You've probably heard that learning from the best is always the ideal route. However, it can also be beneficial to learn from the worst,...

The majority of individuals are getting ready for traveling, gift-giving, and finishing up work responsibilities. However, a few critical...

When it comes to generating money on your savings, it may appear that placing your funds in a standard savings account with a small...

Older employees are the fastest-growing section of the labor market in the United States. According to the Bureau of Labor Statistics,...

Did you purchase an annuity and discover it wasn’t what you wanted? Don't worry just yet. You may be able to exchange the annuity for a...

Here’s a threat to your financial wellbeing you may not think about: receiving bad financial advice from those closest to you. We often...

Divorce is psychologically, physically, and, yes, financially difficult. You and your soon-to-be ex-partner will be compelled to make and...