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Your 2021 holiday season hopefully will feature the big family get-togethers of old (pre-pandemic). The holidays can be a good time to discuss estate planning because those you love and care about are all together.
Read moreIf you’re going to retire in the next few years, you’ll want to start thinking about making some changes to your investment portfolio. And one area you may want to look at is whatever type of cash account you might have – because, when you’re retired, the amount of cash you have readily available may be even more important than when you were working.
Read moreIf you’re an investor, you probably enjoy the convenience of managing your accounts online. But you’ll also want to make sure that you’re not making it convenient for hackers, “phishers” and others with bad intentions to gain the same access.
Read moreThe Tuesday after Thanksgiving has become known as Giving Tuesday, when people are encouraged to donate to charitable organizations. If you’d like to take part in this special day, you’ll want to maximize the effectiveness and benefits of your charitable gifts.
Read moreGenerally speaking, investing is a long-term process. You invest in your IRA and 401(k) to reach a long-term goal – retirement. You may invest in a 529 education savings plan for many years to reach another long-term goal – college for your children. But is there also a place in your portfolio for shorter-term investments?
Read moreIf you’re a woman who owns a business, you may have some challenges not shared by your male peers – but you also have several opportunities to help improve your financial future.
Read moreIn many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important things you can do is talk to your kids (and your parents) about money.
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