In 2020, the U.S. had a record 22 million millionaires, up from 20.2 million in the previous year.
Financial Planning
Weekly Market Insights – November 29, 2021
News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.
Your Year-End Financial Checklist
The end of the year can help remind us of last-minute things we need to address and the goals we want to pursue.
Revising Estate Strategy Assumptions
When the rules of the game change, tactics should follow in response to the new landscape.
Estate Management Checklist
A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children.
Weekly Market Insights – November 22, 2021
Stocks were mixed last week in choppy trading as investors battled the crosscurrents of good economic data and a troubling rise in COVID-19 infections globally.
Dog Bites Neighbor. Now What?
In 2020, there were 16,991 dog bite claims nationwide totaling aggregate damages of about $854 million, according to the Insurance Information Institute.
Weekly Market Insights – November 15, 2021
Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.
The Most Overlooked Item of Any Home Improvement
If you are like most homeowners, you love selecting the fixtures, fabrics, and paint colors of your home improvement project.
The ABC’s of Auto Insurance
The questions around auto insurance center not so much on whether to have it—it’s mandated by state law, required by your lender, and serves to protect your assets—but what kind of coverage you should purchase.