A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.
Financial Planning
January 18, 2022 Weekly Market Insights
Deteriorating investor enthusiasm for high-valuation growth companies and a mixed start to the fourth-quarter earnings season made for a volatile week.
All Muni Bonds Are Not Created Equal
The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds.
A Bucket Plan to Go with Your Bucket List
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?
January 10, 2022 Weekly Market Insights
A jump in yields sparked by a more aggressive sounding Federal Reserve sent the market lower to start the new year.
Fixed or Variable Mortgage, Which Should You Pick?
Buying a home is the single-largest financial commitment most people ever make.
Pay Yourself First
Each month, you settle down to pay bills.
January 3, 2022 Weekly Market Insights
Stocks closed out the year on a mostly positive note, adding to the year’s gains as concerns about the economic issues of Omicron infections receded.
Countering Counterfeit Currency
Believe it or not, the agency responsible for protecting U.S. currency is the United States Secret Service.
Budget Check Up: Tax Time Is the Right Time
Every year, about 150 million households file their federal tax returns.