Retirement in the U.S.: A Brief Primer on Pensions
Wondering what happened to pensions and why 401(k) plans are suddenly so popular? Dive into the differences and similarities to see what option might be best for you and your employer.
How to Talk to Your Kids About Money
Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.
Top 5 Tax Deductions You Can Take in 2020 if You're an Independent Contractor
Are you an independent contractor or self-employed? We get it, taxes can be daunting. Here's the lowdown on the most common (and valuable) tax deductions freelancers should be aware of.
6 Signs Your Elderly Parents May Need Help With Their Finances
As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.
5 Common Emotional Roadblocks that Could Halt a Successful Estate Plan
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.
Caring for Older Loved Ones: The Financial & Lifestyle Impact
Your parents took care of you growing up, and now as they grow older, the tables have turned. There can be changes to both your finances and lifestyle, which is why it's important to be prepared.
How Your Financial Advisor Can Help You Prepare for Tax Season
Your financial advisor is a great resource to leverage as you prepare for the tax season and look for strategic ways to maximize savings. Learn how working with an advisor this tax season can create efficiencies and save you money.
Using a Donor Advised Fund for Making Charitable Contributions
While donor-advised funds can be a great way to give to a charitable cause and grow your investment portfolio, they function differently than traditional charitable donations. Find out how it works before starting yours.
Creating an Estate Plan
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
What Can You Buy With 529 Distributions?
If you are saving for education, then you are familiar with a 529 Plan. When it comes time to pay, how are you able to get the most out of it?