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The Top 529 Education Savings Plans of 2021
Parents, as you begin the process to plan and save for college expenses, you may find this article by Morningstar on The Top 529 Education …
Bond Market Corner
The bond market continued to surprise investors during the fourth quarter. Despite investors’ fears of higher interest-rates, longer term bond yields have maintained their low …
7 Common Estate Planning Mistakes
Estate planning is more than having a will or a trust, a power of attorney and a medical directive, which most of us do with …
Charitable Giving in 2021 and Beyond
“Giving Tuesday” was November 30th this year, but you have until December 31st to make charitable contributions that qualify for a 2021 tax deduction. With …
The World of Insurance
By definition, insurance is “coverage by contract whereby one party undertakes to indemnify or guarantee another against loss by a specified contingency or peril.” A …
The Impact of Divorce on Retirement Planning
For many people, planning for a comfortable retirement is a long term challenge. A divorce can make it even more challenging. What had been a …
