News and Articles

The death of a spouse or life partner is difficult enough without having to make decisions about a host of financial issues. To help minimize stress when this sad time arrives, the following list provides a framework for organizing your financial affairs. Death...

Administering and distributing the assets of an estate is a big responsibility and can be complex. This checklist aims to help you, as executor of an estate, stay organized and thorough during the process. Without an intimate knowledge of the estate process, many...

From the moment you decide to sell to the day you hand over the keys, selling a home is often unpredictable and time consuming. By being as prepared as possible, you can keep the process moving and achieve the optimal price in the current market. 1) Decide when to...

As a self-employed individual or small business owner, you have the ability to establish a simple and cost-effective retirement plan for you and your employees. There are a few options available, but one you may want to consider is the simplified employee pension...

On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (“the Act”) into law, with large portions of the bill acting as an economic stimulus for individuals and businesses affected by the COVID-19 pandemic. At $1.9 trillion in total...

With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax deadlines are met. But in all the hustle and bustle, taxpayers also need to keep an eye on the risks, especially tax season scams. Each...

Some of our past articles have explored various strategies for charitable giving, but giving back doesn’t always mean giving to charity. Many people decide to make gifts to family members, which can serve the dual purpose of helping someone in need and reducing...

It's that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights on losing a significant amount of weight or training for a marathon, while others may want to spend more time with family or other...

As we learned from the Equifax breach in 2017, we can fall victim to identity theft through no fault of our own. Although it isn’t feasible to master every identity theft scenario, it’s worth your time to learn more about the available identity theft tools and...

The number of stories about fraudsters taking advantage of unsuspecting victims seems to grow by the day. Of course, it’s easy to think, “This will never happen to me!” But to keep your money and personal information safe, it’s vital to stay abreast of the latest...