A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
62, 70 or Somewhere In Between? It's Time to Answer the Question Once and For All: When Should I Claim Social Security?
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.
Women, Wealth & COVID-19: How the Pandemic Has Fueled a "She-Cession"
The onset of COVID-19 has spurred a recession in America, which some are referring to as a "she-cession." Here's why some women may have been hit harder financially during 2020's economic downturn.
Active vs. Passive Investing: It's Time to Understand the Difference Once and For All
As you ramp up your investing efforts, you'll need to understand the difference between active and passive investing. Find out which strategy may be right for you with this helpful guide.
If a College Student Receives an Inheritance, Will It Affect Their Financial Aid?
Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?
Should You Offer Your 401(k) Plan Participants an Annuity?
Providing an annuity option to your 401(k) plan participants can provide long-term stable income. This list of benefits and drawbacks can help plan sponsors decide.
