Dealing With the Financial Side of Divorce
2/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events
“American Rescue Plan” Includes More Payments to Families
2/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy
Remember: RMDs Waived for 2020, Not 2021
2/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity
8 Essential Documents for Your Estate Plan
2/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving
How to Guard Your Nest Egg From “Sequence of Returns” Risk
2/22/2021
Explore strategies for protecting your future spending power.
Retirement & Longevity
The Three T's of Effective Trustees
2/17/2021
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
6 Key SECURE Act Takeaways for Individual Investors
2/16/2021
Review key changes that may affect your retirement and estate planning.
Retirement & Longevity
How Different Types of Insurance Help Manage Risk
2/16/2021
Find the right mix of coverage to live with confidence.
Retirement & Longevity
Are You and Your Partner on the Same Retirement Page?
2/11/2021
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Volatility Spikes; First Monthly S&P 500 Loss Since October
2/1/2021
Despite hitting five new record highs during January, the S&P 500 posted an overall loss for the month.
Markets & Investing
Strategies for Paying an Unexpected Tax Bill
1/29/2021
Surprised by a tax bill this year? Consider ways to pay without interrupting your financial plan.
Tax Planning
