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- Cybersecurity
- Family
- Retirement
- Taxes
- The Markets
- Uncategorized
Investing for a Child: UGMA/UTMA Accounts vs. 529 Plans
UGMA (Uniform Gifts to Minors Act) and UTMA (Uniform Transfers to Minors Act) accounts allow the transfer of financial assets to a minor without establishing …
Protecting Your Financial Information Online
More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can …
The Biden Agenda – What Can We Expect?
When Joe Biden was elected in November, there was a question of how much policy change there could actually be under the new Democratic president …
Charitable Giving in 2020 and Beyond
“Giving Tuesday” was December 1st this year, but you have until December 31st to make charitable contributions that qualify for a 2020 tax deduction. With …
What is Fiduciary Duty?
Fiduciary duty is a legal concept requiring individuals in certain professions – including lawyers, trustees, and investment advisers – to prioritize their clients’ best interests …
It’s Time to Get Started on Your 2020 Taxes
Even though your 2020 tax return will not be due until April 15, 2021, if you wait until after the new year to start thinking …
