Steven J. Podgorski, Investment Adviser Representative

06/09/2026

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

06/02/2026

Many couples don’t consider 529 accounts carefully when splitting up, and other families make a crucial mistake that can leave a mess if somebody dies.

05/29/2026

New products, smaller packages and value meals are being rolled out to attract inflation-weary customers.

05/22/2026

With the prices of beef, hot dogs and tomatoes all higher, feeding a holiday crowd is costlier this year.

05/18/2026

What used to be a rite of passage may be yet another source of anxiety for today's teens.

05/15/2026

AI is changing work faster than ever. Here’s some advice leaders can give graduates and young people navigating an uncertain future.

05/14/2026

When a college student takes out a private student loan, it’s common for them to secure a co-signer because they lack a sufficient credit history to qualify. A co-signer, often a borrower’s relative, shares responsibility with the primary borrower for paying off a private student loan. By contra...

05/11/2026

Tax efficient donations means coping with an alphabet soup of RMDs and QCDs.

05/07/2026

More than two-thirds of new claimants in 2024 filed before age 66 — meaning they all claimed before their full retirement age and took a permanent benefit cut.

05/05/2026

It's never too late to start.

Federal Reserve data shows about 3 in 10 Americans in their 50s lack retirement savings—even when pensions are included.