2020 was a year of stress and uncertainty, but it was also a year that brought to light issues of social justice, climate change, and social responsibility. As consumers, we have grown more conscious of...
How to Invest After You Retire
Whether you’ve been a savvy investor your whole career, or you’ve decided now’s the time to buckle down on obtaining additional income, investing in retirement can be a challenging endeavor. As you strategize and weigh...
Avoid These Mistakes When Setting Up a Living Trust
Avoid These Mistakes When Setting Up a Living Trust It’s hard to think about the end of your life while you’re still in your prime. But the facts don’t lie. Statistically speaking, the younger you...
Both the Former Zappos CEO and the “Black Panther” Star Died Without a Will. Here’s Why That Makes Things Complicated.
Tony Hsieh, the former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months before, Hsieh retired from his position as CEO of Zappos with...
What Financial Challenges Could High Earners Face During the Biden Administration?
With the new administration, high earners may be wondering how the Biden presidency will affect them financially. Until Biden begins enacting changes, we won’t know. But based on his official campaign platform, past interviews, and...
Lessons Learned from the Gamestop Run
“You can’t invest without trading, but you can trade without investing. … Thinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after...
A Second Coronavirus Stimulus Bill Worth $900 Billion Was Passed: Here’s What You Should Know
On December 21, Congress passed a much anticipated second stimulus package, and President Trump signed it on December 27. The $600 billion package helps those experiencing COVID-related financial hardship, including businesses, hospitals, families, and individuals....
Q4 2020 Quarterly Update
Today, let’s pause and take a moment to reflect on the wondrous powers of small, quiet acts. Pandemic aside, there have been plenty of great, big, year-end reviews and year-ahead teasers clamoring for your current...
As Biden Secures the Presidency, What Could it Mean for Your Future Estate Taxes?
Joseph R. Biden, Jr. will unseat current President Donald J. Trump this month, making him the 46th President of the United States. With a record-breaking voter turnout and a stressful week awaiting election results, most...
You’ve Inherited an IRA. Now What?
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? Governing bodies like the IRS and recent legislation such...