Latest
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Independent Contractors vs. Employees: There's a Difference
This small-business owner risks his livelihood by misclassifying employees to save a few bucks and avoid ‘messy paperwork.’ This won’t end well.
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Four Historical Patterns in the Markets for Investors to Know
Market performance regularly runs a gamut of annual dips and flat cycles to corrections and crashes. Investors who know the patterns can set reasonable expectations.
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Four Steps to Help You Have a Comfortable Retirement
Planning for retirement can be daunting, but the plan is what makes it more likely you’ll get to spend retirement relaxing and doing the things you love.
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Prepare for 2026 Estate Planning With SPATs, SLATs and DAPTs
The estate tax exemption is set to drop significantly in 2026, but these alternative tongue-twisting tax-savvy trusts could help.
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Fearing a Recession? Five Things to Do Now to Your Portfolio
Waiting until a recession is ‘official’ could be too late, so consider taking some steps now to set your portfolio up for resiliency.
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Estate Planning and Unequal Inheritances: Talking Is Key
Open communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
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Facing a Potential Job Loss? Here’s How to Prepare
Even if you feel secure in your job, it’s still a good idea to make sure you’re financially prepared in the event you’re laid off.
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Five Things Federal Employees Should Know for Retirement
Knowing the ins and outs of retirement is challenging, especially for federal government employees.
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How to Fix Social Security and What to Do While We Wait
Here are four proposals to modify the Social Security program and to ensure the program keeps going strong for future retirees.
