As with all income tax motivated strategies, every individual situation is unique and presents a variety of factors to determine the best course of action.

A Roth IRA is a type of Individual Retirement Account (IRA) to which you make contributions with after tax money, meaning earnings you’ve already paid taxes on. The money you put into your Roth IRA grows tax-free and, assuming you have met certain conditions, your withdrawals are tax-free and not reported in your taxable income.

Women have unique financial concerns, which is why it's imperative that your financial advisor embrace the complexities of every unique situation and goal.

With high expectations for a re-acceleration of Chinese growth as the backdrop, investors grappled with the potential ramifications of the coronavirus outbreak, and what - if any actions should be taken to protect against the unknown impact.

There are several considerations that women should consider when looking at the big picture financially.

Everyone should take precautions on social media, but for the children of ultra-high-net-worth individuals, the risks can be even higher.

We are currently in the second tax season after the significant federal tax law changes. While there are no major changes from last year, there are some items to note when working with your tax advisor to prepare your 2019 individual income tax return.

Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

Twenty-nineteen was a banner year for most asset classes and fixed income was no different. Broad bond market annual returns, as measured by the US Aggregate Bond Index, were the third highest in the last 20 years and occurred even with rates at relatively low levels.