With the holiday season, there is often increased anxiety and stress, yet it is a time when we are encouraged to have gratitude.

2020 Medicare Open Enrollment is Oct 15 - Dec 7. Have you reviewed changes to your plan? Make sure your 2021 plan fits your needs.

1 in 5 elderly people have experienced some form of financial abuse. You can protect your parent or loved one from fraud by being aware and involved.

Special needs financial planning options, SNTs and ABLE accounts, provide opportunities for increased independence, flexibility, and security.

Is cash a "safe haven"? Bank aggregation is available to make investors’ lives simpler and their cash more productive.

In the midst of recent events, the United States legislature has passed the CARES (Coronavirus, Aid, Relief and Economic Security) Act.

Are you finding yourself “stockpiling” your financial resources? A donor-advised fund empowers donors to give in the good times & bad.

Here are some interesting pieces of data to help us all step back and perhaps see a bigger picture of the financial markets.

The SECURE Act was signed into law in late December and made many changes to rules around retirement plans and other investment arenas. Almost all investors are impacted, so it is good to see what is inside.

Women are 80% more likely than men to be impoverished in retirement. What are the reasons for this retirement gender gap and how we can close the gap?

Are trusts right for you? Here are some misconceptions and common areas of confusion to address as you consider how to design a trust according to your vision and values.

Don’t let those bond managers sell you on coupons alone! You need to know what you paid, the likelihood of getting future coupon payments and the par value, and how long until you get the par value back. Knowing these details allows you to effectively evaluate your bond and/or manager.

It is really hard to beat an index. If you or your adviser are pursuing traditional active management, the odds are stacked against you winning. Passive management has been growing in recent years for this reason.

Devotion to dividends may be hurting returns and increasing risk. Investing is difficult, and often made more difficult by our biases and misconceptions. Here are the facts.

The growth of donor-advised funds has been outpacing the growth of all other giving vehicles. Donor-advised funds, or DAFs, are 501(c)3’s designed to simplify charitable giving; allowing donors to stage out their giving while also optimizing their charitable deductions.

Family Trusts by Goldstone, Hughes Jr., and Whitaker will help you answer: “What is the reason for my trust?” and “Will this trust enhance the lives of the beneficiaries?”

Tips for making the most of your philanthropy when giving to victims of Hurricane Harvey.

The Investment Answer addresses a surprisingly wide array of investment and financial planning topics. Designed with novices in mind, the book provides simple, yet useful investment guidance in an accessible format. Here’s our book review.

According to our rough analysis, over the past decade, mutual fund investors wasted about half a trillion dollars on unrewarded active management expenses.