Insights

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.

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.

Developing and offering a 401(k) plan for your employees is no easy feat, but working with a trusted advisor can take some stress off your shoulders.

Divorce is not only emotionally taxing, it is financially difficult, as well. Here are 4 financial challenges to be prepared for.

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?

If you own assets outside of the United States, it's important to understand your potential tax obligations. What's a FATCA, and who does it impact? Here's what you'll need to know.

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.

The deadline for filing your FAFSA is June 30, 2021. If you have yet to complete this form for the 2021-2022 school year, follow these 5 steps.

Around 20% of Americans provide custodial care to a loved one. It's likely you or someone you know has worked hard as a family caregiver. Here's the financial toll it can take, and what other options your loved ones may have.