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If you have a taxable investment account, tax loss harvesting could help you reduce your tax burden. Before the year is out, take a look at your investments and note if you have any losses (realized or unrealized). Investments sold at a loss can...
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When I was a kid, it annoyed me when relatives I only saw during the holidays would exclaim, “Look at how much you’ve grown!” Now that I’m an adult,...
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With the year coming to a close, now is a good time to do an annual review of your financial health. Here are 10 financial planning items to review...
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To ensure your assets are distributed in accordance with your wishes, detailed financial planning is essential. Without a legal will, up-to-date...
5 min read
If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about...
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Through the end of 2025, only estates worth more than $13.61 million are subject to federal estate tax. Under the current law, only a tiny percentage...
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About 40% of U.S. workers will lose their job at some point in their career. Being laid off can leave you feeling rejected, sad, or even angry — even...
3 min read
Nvidia’s market cap reached $3.3 trillion in mid-June, briefly eclipsing Microsoft as the largest publicly traded company in the world. When thinking...
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If you have aging loved ones, filling out an advance medical directive and researching care homes are probably not high on your to-do list (or...
3 min read
As we age, we accumulate things: workout equipment, kitchen gadgets and 401(k) accounts from different jobs. The workout equipment and gadgets may be...
