SECURE Act 2.0: An Overview

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to...

Why High-Net-Worth Individuals Should Consider Backdoor Roth IRAs

When planning for retirement, an individual will often look at opening a traditional IRA or a Roth IRA. For many, the...

Managing an Inheritance

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember...

Dividing Assets in a Divorce

The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face...

A 529 Plan Might be a Great Way to Grow your College Savings and Save on Taxes

The COVID-19 pandemic has affected families’ finances in many ways. One negative impact for some families has been a disruption...

Four Really Good Reasons to Invest

Forty-eight percent of Americans do not own any stocks or stock-related investments, according to the most recent data available from...