If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 7 ways that we should treat our money differently and plan for the future.
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.
2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.
The holiday season isn't complete until you've watched your favorite Christmas movie. While you settle in with a cup of cocoa, think about how the aftermath of these favorite movie mishaps would play out in real life.
After months of extensions, most of the benefits included in the CARES Act are expiring at the end of the year. Learn how this affects you and what you can do to move forward with financial certainty.
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The Open Enrollment Period — which begins on October 15 and runs through December 7 — is your opportunity to switch Medicare health and prescription drug plans to better suit your needs.
The global pandemic has changed the way we interact with others - including your financial advisor. Should you consider working with a virtual advisor full time, or are you better off searching for someone local?
6% of S&P 500 companies are led by women CEOs. And yet, the studies show women in leadership can lead to higher profits and rising stock prices.