Coe Financial Group

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

April Is Financial Literacy Month

Markets remain under pressure as geopolitical risks rise, with news that Iran-backed Houthis have entered the conflict dampening hopes for de-escalation and keeping investors focused on oil prices, yields, and equities. Chief Investment Officer Gene Goldman breaks down why this week’s key economic data will be critical in showing how resilient the economy is amid these headwinds in . https://cetera.com/the-week-ahead

When saving for the future feels impossible, start small. For example, save \$600 in six months by setting aside \$100 per month. Setting time-bound goals with manageable steps can help you stay motivated and build momentum.

Debunking Money Myths: Saving is Impossible in This Economy Discover money-saving tips and challenges to help you build wealth and reach your financial goals, even in tough times.

Take the time to think about these three things when shopping for your next vehicle.

Consider These 3 Things Before Driving Off the Lot Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Social Security Fairness Act's New Chapter Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Giving back can bring a sense of fulfillment, but it can also be a smart tax strategy. Donating from your IRA may satisfy your RMD requirements while reducing your taxable income, making it a win-win for both you and the causes you care about.

Income Tax Strategies to Help You Live Your Ideal Retirement Wondering how to manage retirement savings? Learn tax-efficient strategies to manage withdrawals and preserve your nest egg.

Do your kids have the right stuff for college?

Countdown to College Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise to the upside, supported by deferred activity, larger tax refunds, and solid underlying demand. Learn more in the latest outlook. Click here to read more:

2026 Second Quarter Market Outlook Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise to the upside, supported by deferred activity, larger tax refunds, and solid underlying demand. Learn more in our latest outlook.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money.

Markets often shake off wars—but this time may be different. Elevated oil prices, a stronger dollar, and stretched valuations are colliding. With energy supply risks rising, volatility could persist. CIO Gene Goldman breaks down why discipline and persistence matter most in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good financial habits can act like an “autopilot” system. Here are six money habits worth putting into practice this year.

6 Smart Money Habits for Building Long-Term Wealth Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.