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News & Tips

Posted on: March 23, 2021

A Federal Wealth Tax Has Been Introduced in the Senate. Here’s What Affluent Families Need to Know

Several U.S. senators have proposed new legislation in an effort to raise $3 trillion in tax revenue over the next decade.1 Called the Ultra-Millionaire Tax,…
Posted on: March 16, 2021

Before Completing Your 2020 Tax Return, Keep These 5 Filing Tips in Mind

Filing taxes always feels a bit tedious, and this year brings particular uncertainty with changes brought on by the pandemic. Stay the course for filing your…
Posted on: March 3, 2021

62, 70 or Somewhere In Between? It’s Time to Answer the Question Once and For All: When Should I Claim Social Security?

Deciding when to begin claiming your Social Security benefits will depend on several factors, such as your personal health and financial standings. It’s true…
Posted on: February 16, 2021

Active vs. Passive Investing: It’s Time to Understand the Difference Once and For All

Even with the onset of COVID-19, major online brokers saw new accounts grow as much as 170 percent in the first quarter of 2020.1 For investors, whether work…
Posted on: January 21, 2021

Retiring as a Couple: 6 Important Considerations

Posted on: January 16, 2021

How Can an Inheritance Affect Financial Aid Eligibility?

Each year, around 86 percent of college students obtain some form of financial aid.1 In order to receive financial aid from the government, all students must…
Posted on: December 22, 2020

2020 Is (Finally) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful

2020 has been quite the year, to say the least. With only one month left, everyone is ready to put the year behind us and try to start fresh. From the corona…
Posted on: December 9, 2020

Who’s Ready to Say Goodbye to 2020? Ring in the New Year With These 3 Budgeting Resolutions

It’s time for the new year, a new budget and a brighter future for you and your family. 2020 has been full of unprecedented events that may have left you fee…
Posted on: December 1, 2020

Most CARES Act Benefits Are Ending on Dec. 31st. Are You Prepared?

The CARES Act was passed on March 27, 2020 amidst the onset of COVID-19 in America. The package included over $2 trillion in economic relief for businesses, …
Posted on: November 17, 2020

Are You Retiring Together as a Couple? 6 Important Considerations To Make

You’ve worked hard and saved diligently to reach retirement. But, when you have a significant other, it’s critical to start this life transition as a partner…
Posted on: November 5, 2020

Retirement Planning For Teachers & Educators: A Guide

As a teacher, you always give 110 percent. You put in long-hours, work on the weekends and contribute the extra effort needed to get every student involved a…
Posted on: October 28, 2020

The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know

On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 – including cost-of-living adjustments (COLA) …
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