At some point, you’ll want to share your estate plans with your loved ones — and the first step in this process may be to hold a family meeting. The best time to hold this meeting is when yo... Read more

Here’s a little background: Up until the Secure Act of 2019, those who inherited traditional IRAs could extend their required withdrawals over their lifetimes, which stretched out the annual... Read more

Paying for health care can be challenging — but are you taking full advantage of all the resources available to you? You might have access to a Health Savings Account (HSA) or a Flexible Spe... Read more

To help achieve your financial goals, you may need to invest in the financial markets throughout your life. However, at times your investment expectations may differ from actual returns, tri... Read more

Many people make financial New Year’s resolutions, such as reducing their debts or contributing more to their retirement accounts — both of which are certainly worthy goals. But among those... Read more

As an investor, you can easily feel frustrated to see short-term drops in your investment statements. But while you cannot control the market, you may find it helpful to review the factors y... Read more

When you’re driving these days, it’s pretty hard to get lost because your smartphone’s Global Positioning System (GPS) can get you just about anywhere. And as an investor, you can have a sim... Read more

The 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 wa... Read more