It’s not just about the money

There’s something to be said for living with mom and dad. In fact, more and more young adults are opting to do just that thanks to things like student loan debt and high rents. Yet, there comes a time when they need to strike out on their own and become financially independent. Stephanie Ei …

Tax pitfalls are something everyone tries to avoid, especially high net worth clients. Investing can bring on excess tax burdens if your clients are not aware of things they should be on the lookout for to avoid potential problems. Here, I’ll discuss the top four tax pitfalls that are …

With U.S. and international stocks in flux thanks to the coronavirus pandemic, it’s easy to assume that investing your money right now isn’t the brightest idea. However, as with any recession, certified financial planners say there are still solid opportunities to invest some cash — as long …

Americans of all ages often dream about retirement, but most struggle to actually save for it. Let’s face it, in the shuffle of immediate priorities, saving and planning for retirement isn’t a walk in the park. We all know we need to save for the future, but more than half of Americans don’ …