Women and men who lose a spouse often receive substantial amounts of money as beneficiaries of a life insurance policy. If the couple previously engaged in financial and estate planning, the surviving spouse probably already has a

Normally, tax filing gets complicated when an individual experiences a life change. A new home, a new job, or a new family member may mean taxes need to be filed in a new way.

American families often find themselves struggling to maintain financial stability. Many people think lack of financial knowledge is the only reason for experiencing financial hardships. But practically, financial illiteracy is one of the

If you’re the kind of person who wants a quick hit of info so you can quickly move on, then the bottom line here is that in order to survive the Great Resignation, you have to become a leader worthy of admiration and also get very good

You’re nearing retirement, everything is going just fine and then out the blue, the pandemic strikes, the economy spins and sputters, energy costs surge and broad based inflation strikes.

When it comes to legacy planning, donor-advised funds have steadily become more popular, according to Investopedia.com. Citing the National Philanthropic Trust, Investopedia notes that donor-advised funds have become an

Life insurance can be a valuable asset to provide estate tax liquidity and help effectuate wealth transfer goals. When insurance is owned by an irrevocable life insurance trust (ILIT), benefits may include increased creditor protection,

Women advisors often bring a fresh and needed perspective to financial planning. Consider Baytown Texas-based Jennifer Marcontell – number six on the Forbes list of America’s top women wealth advisors now managing $1.2 billion

 When big picture analysts like Deloitte take a look at the wealth management industry, they tend to spotlight the need for change in areas as broad as robo-advisory, big data and expanding asset classes.

 Even before energy prices began their upward spiral or the US Congress passed its enormous infrastructure spending and tax increases, countless news sources were signaling: inflation is here to stay. For example, a July survey

Family issues are often overlooked within wealth and retirement planning. The reason you save and invest and ultimately transfer your wealth is because these are people you love. So an important set of issues to consider are the

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