For those who have a kid headed off to college, have you gone over the "what if" scenarios with them? In case of emergency, you and your college student will want to have this paperwork filled out ahead.
Looking for a simple formula to figure out how many years it will take for your investments to double? The Rule of 72 can help. This simple guide will help answer your questions.
If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind.
As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.
Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.
Flood damage can cause thousands of dollars in damages, but did you know it's not always covered by homeowners insurance?
As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.
There is a strong connection between the economy and literacy. In this article, we'll examine how the two are connected, as well as some ways to improve them both.
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.
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.
The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.
With the 2020 Tokyo Olympics in full swing, here are a few lessons we can all learn from Team USA.
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.
If your financial standings were impacted by the pandemic, here are 5 ways a financial advisor can help get things back on track.
Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.
Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
National Parents Day is a time to celebrate and uplift parents across the nation. If you find yourself raising young ones while caring for older relatives, you're a parent who goes above and beyond. Here are a few things to help ease the financial stress of doing so.
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.
Embarking on a new journey is exciting. But getting married for a second or third time can come with more financial responsibility. These 6 tasks can help ease the transition when combining finances with your new spouse.