The Advisor Blog

African American man and woman, wife and husband, walking dog down neighborhood street on a sunny day.
Accounts for Two: A Team Approach to Retirement Savings

Almost half of U.S. families headed by a married couple include two working spouses.1

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Diverse man and woman in office setting having a conversation and looking at laptop.
Steady Growth in Real Wages

Wages rose strongly with inflation beginning in mid-2021, but the pace of price increases was faster than wage increases, leading to a loss of buying power despite higher income.

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Post-it notes stacked on top of one another with the top note reading Tax Time! Concept of tax season, tax time, time to file taxes.
Federal Tax Filing Season Has Started

The IRS began accepting and processing 2024 tax-year returns on Monday, January 27, 2025.  

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Close-up of smartphone screen with privacy lock icon and hand partially covering it, highlighting the significance of phone security and personal data protection.
Data for Sale: Tips to Help Protect Your Private Information

On December 3, 2024, the Federal Trade Commission (FTC) announced a proposed settlement in legal action against a data broker named Mobilewalla, which was accused of using location data obtained through online advertising auctions to identify consumers by factors such as private home address and visits to health-care clinics and churches.

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Alarm clock on top of tax form with note reading Tax Time! Concept of taxes, tax season, tax time, time to file taxes.
Get Ready for Tax Time

According to one survey, 42% of Americans would rather go to the dentist than file their taxes.1

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