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The volatility in the stock market due to the COVID-19 pandemic is stirring a range of emotions, including fear in even some very experienced investors. Some of these investors might be your clients. As their financial advisor, part of your job is to help your clients look past any emotions …

You didn’t set out to home-school, yet the global pandemic is changing your career plans. We’re seeing an unprecedented disruption of K-12 schooling. As of April 14, at least 124,000 public and private schools in the U.S. have been closed in response to the growing coronavirus outbreak, acc …

In the midst of a global pandemic, your social media feeds have likely been swarmed with bad news. However, there have been some glimmers of hopes during this period of uncertainty. For instance, the CARES Act is making it easier for Americans to tap into retirement accounts during the pand …

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.