Three ways to streamline tax preparation this year

Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.

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What Should Millennials in Small Business Ownership Look for in Their Lenders?

There's a new wave of entrepreneurs itching to take on the challenge of small business ownership, and they belong to a generation that many regard as uninterested in embracing the challenges of running a business — despite the fact that some of them include the founders of Facebook, Instagram, Tumblr, Spotify and countless other startups.

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How effective use of a ‘defective’ trust reduces taxes on property transfers

If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.

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Five facts to know when making your Medicare choices this fall

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

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Commercial Airlines vs. Private Aviation

Remember when flying for business or pleasure was actually something you looked forward to? When you could arrive within minutes of departure, stroll right up to your gate, sit in a comfortable seat with ample leg room, enjoy a free cocktail (or two, depending on your destination), eat a hot meal, and collect your bags quickly when the flight was over?

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Money Management 101 for Students (and Parents): Essentials for Your College-Bound Freshman

Sending your child off to college for the first time can be a hectic – not to mention, emotional – time for everyone involved. But as you work with your student to check off lists for new clothes, dorm furnishings, study supplies, and computer and smart-phone accessories, don’t forget to add a few legal and financial “must haves” too.

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Tips for talking about money with your significant other

Talking about money with your spouse can get stressful, even if your relationship is on solid ground. Here are some ideas to keep those conversations on the right track—and leave your “emotional baggage” behind.

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Tempted to offer cash to seal your dream home deal?

In today’s highly competitive real estate market, many buyers are finding that the only way to get the home of their dreams — and not come away as a disappointed runner-up — is to make a cash offer. Learn what’s behind the trend and how to decide if a cash offer is the right strategy for you.

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Back To School? Time To Get Wise About Dollars And Sense

Whether you have a child beginning elementary school, entering high school or heading back to college, now is an ideal time to engage them in conversations about money. From back to school supplies to new shoes or dorm items, they are actively shopping with you for items they care about. As you pull out your wallet, take a few minutes to revisit some common sense saving and spending tips that will inspire them to think about what they are buying.

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What's in your Attic?

We've all heard the remarkable tales about people who stumbled on antiques or works of art worth millions of dollars in their attic or at yard sales. But even those of us who have artwork or collectibles in full view in our homes may not know how much they are actually worth.

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