Financial Planning

There is no shortage of analysis for anyone interested in investing.

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors.

According to the AARP, an estimated 44% of Americans over the age of 50 expect to travel internationally in 2025.

American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions.

Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important.

Every year, about 140 million households file their federal tax returns.

Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment.

Believe it or not, the agency responsible for protecting U.S. currency is the United States Secret Service. The agency was founded on July 5, 1865, as part of the Department of the Treasury to combat the widespread counterfeiting of currency happening at the end of the Civil War.1