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Friday, December 17, 2021

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.The seven 2021 tax rates themselves didn't change...

Monday, November 1, 2021

The estate planning process can feel overwhelming and forever ongoing - especially if you're taking it on alone. As you try to address every possible question or pain point your heirs may encounter, here are a few questions of your own...

Monday, November 1, 2021

Individual retirement arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily.Imagine using an IRA to save for a home purchase.Given current home values, yearly IRA contribution...

Monday, November 1, 2021

Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it's important to have an in-depth understanding of...

Thursday, October 7, 2021

When it comes to saving for retirement, the power of compounding interest should never be underestimated. And as a responsible investor, it can be helpful to know how long it would take to double your investment at a fixed rate of...

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Wednesday, October 6, 2021

Until recently, the idea of getting your investment advice from social media, let alone from a forum like Reddit, probably seemed ridiculous. Trusting strangers to help you get "in" on the latest stock market fad is the antithesis of a...

Wednesday, September 1, 2021

At different periods of time, the stock market appears to favor one of two stock types - value stocks or growth stocks. Since the United States' 2008 market downturn, for example, the market has primarily favored growth stocks. The...

Wednesday, September 1, 2021

As a parent, you know that time with your kids can go by in the blink of an eye. So whether you are preparing to send your child to kindergarten or are dealing with teenagers, it's never too early (or too late) to start planning for...

Thursday, August 12, 2021

Whether you're selling your business, purchasing another or somewhere in between, a business valuation is the first step to determining the value of a business. Preparing for a business valuation isn't complicated, but the calculations...

Thursday, August 12, 2021

The Rockefellers, the Vanderbilts, the Gettys - all famous families known for their success in building and maintaining generational wealth. And while they've successfully passed down millions and billions of dollars to loved ones, the...

Friday, June 4, 2021

It's common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be...

Friday, June 4, 2021

Whether you've officially retired or are still working full time, it's possible your health insurance options are changing. Depending on your age or health status, you may soon be qualified for Medicare. While you've likely heard of it...

Wednesday, April 7, 2021

In one way or another, we all have a complex relationship with our own money. Because of that, it's hard to be rational all the time in how we use it. But where do our behavioral biases come from, and what can we do to counteract them?...

Friday, March 5, 2021

Nobody likes to think of their parents getting older and needing assistance, but it is a reality many of us face. An important part of caring for your parents as they age is identifying and protecting them from elder financial abuse....

Friday, March 5, 2021

Opening up and starting conversations about how to handle money and finances with your kids may seem overwhelming, but it doesn't have to be. As a parent, it is your role to serve as a positive influence in their lives to get them on...

Tuesday, February 2, 2021

You may have heard about all the advantages of saving in a Roth IRA. You may have even thought to yourself, "I wish I started one earlier." While you may think you have 'missed out' you might be able to help your own children take...

Tuesday, February 2, 2021

Your view on money is shaped by many things - how frugal your parents were growing up, how your partner spends money today, your income level and your overall financial literacy. But one factor you may not have considered before? Your...

Wednesday, October 21, 2020

The Justice Department Is Suing Google. As a Reminder, Here's How Antitrust Laws Affect Large CorporationsOn Oct. 20, 2020, the Department of Justice and 11 state Attorney Generals took the historic move in filing a civil antitrust...

Tuesday, June 30, 2020

For millions, the pandemic has served as a source of financial distress and worry. This rings true, in particular, for investors of all kinds. Market volatility is the highest it's been since Black Monday, over 30 years ago - not to...

Wednesday, April 22, 2020

In an effort to slow and stop the spread of COVID-19, people across the globe are urged and ordered to stay home and practice social distancing. As thousands of companies around the world make the switch to remote work, it can take...

Tuesday, February 18, 2020

A 401(k) is one of the best ways to save for a secure retirement, but if you work for yourself or a small enterprise, this added perk may not be available to you. However, that doesn't mean you can't still save for retirement on your...

Tuesday, February 18, 2020

Are you trying to accelerate your growth? If you are running a business or thinking of starting one soon, then you probably have a long list of business books you want to read. But it can be hard to find the time to read like you know...