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Brian McGeogh, CFP® and Tucker Sandercock present a webinar on cyber security & common financial scams.
Dan Moskowitz, CFP® President and Chief Investment Officer offers his commentary on the March market.
Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.
Drafting a will is simpler and less expensive, but creating a revocable living trust offers more privacy, limits the time and expense of probate, and can help protect in case of incapacity or legal challenges.
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.
It is a market of stocks and not a stock market…
As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn?
You have until April 15, 2025 to make a 2024 IRA contribution.
How to stay ahead of the cybersecurity curve and combat increasingly sophisticated attacks.
This “4% rule” is a guideline developed in the mid-1990s on how much a retiree can withdraw from their accounts without running out of money.
Devices can help keep you connected while traveling, but they're also susceptible to unique risks. Here's how to boost your cybersecurity when you're away from home.
2024 was another wonderful year for the stock market. In fact, the last two years were the best two consecutive years in a quarter century. An economy fueled by record corporate earnings, strong job creation and robust consumer spending led to better-than-expected returns for stocks once again.
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As our nation ages, many Americans are turning their attention to caring for aging parents.
What to do now to stay in your own home as you grow older.
The S&P 500 has a case of bad breadth as a few mega cap stocks dominated versus the average stock…
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have.
As we plan for retirement, have you considered planning for long term care?
Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity.
Use a 529 plan to fund a grandchild’s education without impacting their financial aid eligibility.
The SECURE 2.0 Act allows savers to roll unused 529 funds into the beneficiary's Roth IRA without a tax penalty. But that's probably not a reason to overfund 529s.
Wow, where has the year gone? We are 30 days away from the election and going through our year end checklists.
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college savings plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and religious schools.
One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700 at the end of 2023.
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households…
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind.
A retired couple age 65 can expect to need about $315,000 saved to cover healthcare expenses in retirement. With healthcare expenses in the spotlight, it’s incumbent upon us to make sure our retirement strategy anticipates these costs.
In my last strategy piece, I warned people about the extreme momentum in Super Micro Computer Inc. (SMCI). People buying in March 2024 due to “fear of missing out” (FOMO) have a low probability of having a successful investment.
