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Caring for someone with special needs can be physically, emotionally, and financially challenging – especially if your loved one is not capable of make rational decisions about money. A Special Needs Trust administered by a trustee with experience in navigating SSI and Medicare, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.
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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.
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A financial advisor outlines the key concerns people should consider before retiring overseas, such as cost of living, insurance, money, and rent vs. buy.
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Tax planning should happen all year long, not just when you are getting ready to file your tax return. An important part of tax planning is good recordkeeping.
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The new law may immediately impact your retirement, estate and wealth transfer plans.
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Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.
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We dig into the emotional, financial, tax, and estate planning aspects to consider when choosing a seasonal home that best meets your current and future needs.
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The federal government now offers a research and development tax credit to the business community as a reward for organizations that pursue innovation.
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With less than a year until the next United States presidential election, Democratic candidates are testing a variety of proposals with voters as they campaign on the primary trail, what's the potenial impact to your tax bill?
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Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.
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