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3 Money Moves Every Woman Needs to Make Before Hiring a Divorce Attorney

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3 Money Moves Every Woman Needs to Make Before Hiring a Divorce Attorney

In 2018, there were over 2.1 million marriages, and 782,038 marriages ended in divorce or annulment. Although both parties of a divorce can struggle with the process, women can feel like they get the short end of the stick.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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What The Two Trillion Dollar Deal Means For You

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What The Two Trillion Dollar Deal Means For You

Late last night, the House finally struck a deal on a $2-trillion stimulus package, titled “The Relief for Workers Affected by Coronavirus Act.”

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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IMPORTANT 2019 TAX DEADLINE UPDATES

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IMPORTANT 2019 TAX DEADLINE UPDATES

Steve Mnuchin announced this morning that the Trump Administration will extend the 2020 Income Tax Filing Deadline to July 15th.

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5 Characteristics of Mature Financial Advisors

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5 Characteristics of Mature Financial Advisors

Many people have used the words fear and panic interchangeably over the last couple of weeks. And to be fair, there’s certainly enough of both in the air these days.

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Wills, Estate Plans & Trusts – Oh My!

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Wills, Estate Plans & Trusts – Oh My!

If you’re a little lost and maybe even frightened by the idea of tackling legal documents that spell out how to handle your affairs in the event of incapacitation or death, you’re not alone.

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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