
5 Kid-Friendly Financial Literacy Tips
Who is teaching your kids or grandkids about money? They likely arenโt learning about it in school; only 17 states in the U.S. currently require

Took Their Ball and Went Home: Staying in Play with Job-Creators
Valentineโs Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazonโs move there (not to mention

5 Tips for When the Markets Get Rocky
Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors

Tax Cuts and Jobs Act Changed Things More Than You Realize
The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the

The 5 Phases of Pre-Retirement
Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework, and

7 Year-End Planning Tips from a Wealth Planner
The holidays are upon us, so that must mean itโs time for year-end income tax planning, right? In the past, I would have said yes,