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 Real Budget — Not a...

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...