Retirement Is Not Just About Wealth. It’s About Well-Being.
Before deciding to retire, it’s essential to ensure financial readiness. There are several opportunities and risks to consider before retirement. Learn the most common considerations.
Quarterly Reflections: Embracing Discipline in an Unpredictable Market
As we reflect on recent market performance and plan for the quarters ahead, it’s a good time to revisit timeless investment principles.
How to Maximize Your Social Security Benefits
When it comes time to begin collecting Social Security, you want to maximize your benefits. But to do so, there are decisions to make and several moving parts to consider, such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.
Financial Planning for the LGBTQ Community
For members of the LGBTQ community, securing financial peace of mind can be particularly pressing. Read on for special considerations.
Cash Management Alternatives to Business Bank Accounts: How to Maximize Yield & Minimize Risk in Today’s Climate
Businesses are naturally concerned about the safety and security of their own company deposits. But letting cash reserves sit in a savings account isn’t necessarily the best answer. To optimize your cash reserves, being aware of all available options is critical.
RMD and Estimated Tax Payments: Considerations and Tax Strategies
Many taxpayers may not realize that taxes are not automatically withheld from RMDs. There are tax strategies to manage estimated tax payments, but the deadline of Dec. 31 is quickly approaching.
How to Ensure a Lasting Legacy for Your Family-Owned Business
Learn about the Family Love Letter, a planning tool for family-owned businesses that bridges understanding and informational gaps from one generation to the next.
Not-for-Profit Investment Policy Statements: Little Changes, Big Impact
Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.
Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)
There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.
A Closer Look at Charitable Giving
Charitable giving has many benefits on its own. Some taxpayers wrongly assume it is always beneficial for taxes, but that depends on individual tax circumstances and the type of donation.