The ImpactFI Blog

The holidays are full of cheer, warmth, and giving. But all those expenses for gifts, decorations, and travel can add up! Here, we share a few tips on how to set (and stick to) a budget this holiday season.

The Federal Reserve's November meeting went as the market expected: no change in rates. What wasn't expected was the October and early November rollercoaster of bond yields. And by rollercoaster, think Kingda Ka.

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

Are you thinking about your taxes and financial strategies for 2026? If not, you should be. In 2026, a number of tax adjustments that were enacted as part of the 2017 Tax Cuts and Jobs Act (TCJA) are anticipated to expire.

Every family looks a little different, but no matter what your family looks like, estate planning is vital for everyone. Learn more about estate planning for blended families here!

When it comes to estate planning, many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.

Indigenous Peoples’ Day provides an opportunity to honor the rich tapestry of cultures, histories, and contributions of Indigenous peoples. Here's a bit of history regarding the holiday and its significance and some creative ways to celebrate it.

The outcome of the Fed's meeting in September was to hold rates at the current level. It has been described as a "hawkish pause," and the Fed was clear in post-meeting remarks and statements that one more increase is still possible in 2023.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Instead of a recession, the economy is healthy and appears poised for slow, but sustainable, growth. This is pretty close to the soft landing that Jerome Powell consistently insisted was achievable. Can consumer spending continue to prop up the economy, or will inflation continually outpacing income take a toll?

Life insurance is an important part of any financial and protection strategy. Here is some helpful information about life insurance, including what it is, the different types, and how it can help protect your family in case something happens.

The LGBTQ+ community is resilient, strong, and resourceful—all qualities that make for excellent retirement planning. Learn how retirement planning looks different for LGBTQ+ couples and what they can do to stay ahead!

Data releases in July told a story of a stronger-than-expected economy. The doom-and-gloom scenario of an all-but-inevitable recession seemed to be replaced by something that looked like optimism around the prospect of a soft landing. Will the Fed actually be able to pull off avoiding a recession?

August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one.