Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.
As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.
Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.
It was a busy week, to say the least, from reviewing a ton of earning news, to scrutinizing the Fed's latest policy decision, and sifting through the latest economic data and coronavirus headlines.
Inflation can have a detrimental effect on retirement savings. However, there are several approaches you can take to protect your retirement from inflation. Here's how.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
On Monday, the S&P 500 dipped below its 50-day moving average (4257) and the Russell 2000 entered correction territory, which is often defined as a 10% decline from a recent high, reportedly because the market was concerned about the Delta variant slowing down economic growth.
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
Here are six things you can do right away to make sure your goals are being met and your finances are in good shape before heading into the second half of 2021.
There wasn't one specific event to blame for the losses, but the Treasury market continued to behave as if inflation rates and growth rates could be peaking.
The trading week was shortened to four days in observance for July 4th on Monday, so the week's action started on Tuesday when the S&P 500 snapped a streak of seven straight record closes.
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
Living life to the fullest takes on different meanings for different people. For some, it may mean white-sand beaches, majestic peaks, or treks to remote areas across the world. For others, it’s spending more time with friends and family, or possibly buying that cabin on the lake, or touring the country in an RV.
Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.
If your financial standings were impacted by the pandemic, here are 5 ways a financial advisor can help get things back on track.
This was an impressive week for the S&P 500, which gained 1.7%, extended its streak to seven straight record closes, and topped the 4300 level with ease. The Nasdaq Composite outdid the benchmark index with a 1.9% gain and its own set of record-setting performances.