FINANCIAL PLANNING

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Dec 20 2025FINANCE

Smart Tech Helping Investors Plan Their Future

Investing can be tricky. It's not always about picking the right numbers. Sometimes, it's about understanding complex patterns. That's where smart tech comes in. It can handle big, messy data. And it can learn from it. This is not your usual tech. It's called reinforcement learning. It's like a smar

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Dec 18 2025BUSINESS

Bridge Rebuild: Maryland's Plan to Cover Costs

The Francis Scott Key Bridge, which fell apart in 2024, is a big deal. It was a major route for trade and travel. Now, Maryland is figuring out how to pay for fixing it. They plan to borrow money first, then pay it back later. This is called issuing bonds. Bruce Gartner, who runs the Maryland Trans

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Dec 17 2025FINANCE

Smart Ways to Avoid Holiday Debt and Save Your Money

Every year, people fall into the same trap. They spend freely in December, thinking they can handle it. But when January comes, the credit card bills pile up. It's not just bad luck. It's bad planning. The key to avoiding this problem is simple: plan ahead. Start saving for Christmas throughout the

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Dec 12 2025EDUCATION

Pennsylvania's Stipend Ruling: What Grad Students Need to Know

In a recent decision, Pennsylvania's finance board ruled that graduate stipends are not subject to state income tax. This came after a University of Pittsburgh student argued that her PhD stipend, which she relied on to cover living expenses, should not be taxed. The board agreed, stating that the s

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Dec 04 2025FINANCE

Can a New Savings Plan Help Americans Grow Their Money?

A new savings initiative, called Trump Accounts, aims to help lower-income families build wealth. The program is part of a larger bill proposed by President Donald Trump. While the details are still unclear, financial experts have mixed opinions about its potential impact. Starting in 2026, the gov

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Dec 04 2025FINANCE

Political Jitters: How Politics is Shaking Up Money Matters

In recent times, politics has taken center stage in financial planning discussions. This shift comes as no surprise, given the recent government shutdown, fluctuating tariffs, and stock market ups and downs. A recent study by the CFP Board reveals that politics is now the top concern for many Americ

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Dec 01 2025FINANCE

Unlocking Orange County's Money Mysteries: Join the Chat!

Ever wondered how Orange County handles its huge $10. 8 billion budget? This is your chance to find out! On Monday, Dec. 1, from 5-6 p. m. , you can join an online chat on Reddit and ask anything about the county's money matters. The chat will feature big shots like county CEO Michelle Aguirre, CFO

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Nov 27 2025BUSINESS

Why Business Owners Are Shy About Succession Plans

Many business owners are not ready to hand over their companies. A recent study found that most of them do not have a clear plan for this. In fact, 76% of those surveyed said they either have no plan or are still working on one. This shows that many business owners are unsure about the future of the

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Nov 25 2025FINANCE

Smart Money Moves: Why Renting Might Be Your Best Bet

Kevin O'Leary, a well-known investor, has some strong opinions on home buying. He thinks it's not always the best move, especially for young adults. His advice? Rent first, invest the savings, and buy later when it makes more sense. O'Leary suggests that buying a home only makes sense if you plan t

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Nov 22 2025FINANCE

AI: The Game Changer for Finance Teams

Finance teams have been doing things the old way for too long. They spend hours on spreadsheets and manual data entry. This makes it hard for them to focus on bigger picture stuff, like guiding the company's strategy. The problem? The tools and skills needed to make this shift were often too expensi

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