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.

You’ve likely heard of a backdoor Roth IRA, but for some looking to maximize their withdrawals in retirement, a mega backdoor Roth IRA may be the way to go.

Scammers are growing more sophisticated as people become more aware. Here are 5 telltale signs that you may be dealing with a scam.

The IRS has extended the tax filing season for 2020. Here's what those who have yet to file their tax return need to know.

With social media influencers leading the charge and the birth of new trading platforms like Robinhood, we have seen a great deal of volatility in the market thanks to these new traders.

If 2020 ignited a passion for realigning your wealth with your values, socially responsible investing may be right for you.