At Aurum Investment Management, we believe that discussing money shouldn't be intimidating or complicated. Our goal is to make financial planning accessible and stress-free to support your financial needs with confidence and ease.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
How much can you afford to pay for a car?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate how much income and savings you may need in retirement.
Determine whether you should consider refinancing your mortgage.