If you’ve put off your estate planning, taking the initial steps can be daunting — but liberating. So, let’s get started today, one hurdle at a time.

Many people want to set their children up for long-term financial success. For many, this involves establishing inheritances. Use these tips to help you start determining how to best distribute your assets.

COVID-19 has changed much about our day-to-day routines. There may be important insurance coverage changes you should consider. Here's why.

Everyone is biased when it comes to managing or investing their own money. Here's what you need to know about your own behavioral bias, and how to overcome it.

When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes.

Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.

On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

Applying for life insurance isn't exactly simple, but it shouldn't be scary either. We've outlined exactly what you can expect when pursuing a new policy.

Identity theft can happen in many ways: in-person, online, over email, or on the phone. However it occurs, identity theft affects a large number of people per year.

Let’s face it. 2020 was a year of uncertainty, not just in the markets but in our lives. Thankfully, things are looking brighter for the coming months.