Pandemic aside, there have been plenty of great, big, year-end reviews and year-ahead teasers clamoring for your current attention.

Joe Biden's win in the 2020 presidential election could have an impact on your estate and gift tax obligations moving forward.

If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps, and what happens now? The answers depend on several factors.

In the next two or three decades, it is expected that a great wealth transfer will occur. No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.

Choosing an insurance policy that works best for you and your family is so important. When you shop around and find the correct one, it can not only benefit your health but save you money.

The Social Security Administration announced a 2021 Cost of Living Increase on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.

Being able to do all your shopping online is a huge convenience - especially amidst COVID-19. Follow these 7 tips to safeguard your personal information.

One of these five unique gift ideas will give your grandkids a substantial advantage when it comes to financial security and teach them valuable money management skills as well.

Our capital markets rarely offer a free ride. If you’re taking stock dividend income today, you’re likely paying for it in the form of lower share value moving forward.

Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.