When it comes to your financial wellness, knowledge is power. It’s also the foundation for intelligent, well-considered decisions. To continue to enrich your financial knowledge and acumen, we invite you to explore our latest blog posts below.
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Despite being in one of the lowest tax environments in history, I think it is safe to say that most Americans want to reduce their tax liability where they can and pay only what they owe. President Biden proposed sweeping tax law changes to tax rates and codes in April
Being fortunate enough to use your financial resources to give charitably is a gift in itself. And if you are lucky enough to have reached this point in your financial journey, you have several options when considering how charitable giving fits into your financial plan. A donor-advised fund (“DAF”) can
The decisions of when to retire, how to fund your retirement and what your retirement will look like are some of the most important questions you will answer in your lifetime. And the answers are both financial and non-financial. “When can I retire?” is one of the most common questions
For many of us, money can be a source of stress, anxiety, and even shame. In fact, I’d dare to say that we’ve all felt this way about our finances to some degree at one stage or another. So if you currently find yourself feeling ashamed of your financial situation
The purchase of life insurance is one of the most important protections that you can put in place to protect your family and the life you are building in the event that you pass away unexpectedly. It’s one of those things that people generally know they need, but don’t know
Over the next twenty years, younger generations are likely to inherit retirement accounts in large amounts. In fact, during those two decades, it is expected that Baby Boomers will transfer $30 trillion in wealth. Some of those assets will be in retirement accounts like 401(k)s and Individual Retirement Accounts (IRA).
For anyone who has ridden a rollercoaster, you understand both the thrills and stomach-churning feelings that come with the experience. For investors, these were likely similar feelings you had throughout the year as well. Consider this: in 2020, we had the fastest bear market in history followed by the fastest
We are now about 7 months from the beginning of “lockdown” that began in mid-March in Birmingham. The novel coronavirus and global pandemic have brought about such a swift change in just about every aspect of daily life, and there is little known about what the next 6 months to
Many families who have a child with special needs find themselves navigating complex rules around qualifying for Supplemental Security Income (“SSI”). SSI is available once an individual with a disability turns 18, and families need to plan for eligibility of government benefits before that birthday to ensure that they do
If you had told me one year ago that we would be fighting a pandemic around the globe, that I would have spent the last seven months primarily working from home, and that my extroverted social calendar would consist of more time at home and alone than outside of it
