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Family
What Can a Trust Do For You?
Trusts are very different from wills, and different types of trusts can be used to accomplish different types of goals.
Trusts are like a Swiss Army knife: powerful and versatile planning tools that most people—especially those with complex or sizeable estates—should be aware of.
Retirement
Build on the Basics With Retirement Income 201
Advanced steps could help customize and stabilize your retirement income planning strategy.
As retirement income strategies become more advanced, the more likely it is that you’ll need professional tax help.
Taxes
Tax Deductions for the Self-Employed
Discover top tax deductions for self-employed workers—from the home office deduction to qualified business income.
The IRS allows self-employed individuals to claim a variety of expenses on their annual tax returns.
Family
Ideas for Preserving Generational Wealth
Once your retirement is secure, you may want to pursue strategies to preserve wealth beyond your lifetime.
With a legacy plan in place, you have an opportunity to make a difference that can be sustained long after you've passed away.
Nerre Shuriah
JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning
Home
Energy Tax Credits for EVs and Home Improvements
Reduce the cost of energy-efficient home improvements and clean energy vehicles with these Inflation Reduction Act tax credits.
Not only do these energy tax credits help reduce your taxable income, but they also can minimize the cost of purchasing an EV or creating a more energy-efficient home.
Home
2025 Housing Market Forecast
Is now a good time to buy a house? Find out how mortgage rates, housing prices and inventory may impact homebuying in 2025.
Strong home values, limited inventory, new buyers entering the market and construction challenges may continue to influence the housing market in 2025.
Taxes
Tax Deductions and Credits for Homeowners
Explore nine tax breaks for homeowners that can help you offset the rising cost of owning a home.
While the costs of owning a home have increased in recent years, there are many opportunities to save money by lowering your taxes.
College
Guide to Paying Off Student Loans
Find the method of paying off student loans that works best for you.
The best way to pay off student loans starts with an understanding of your monthly income and expenses.
Insurance
What to Do Before and After Disaster Strikes
Getting your finances ready for a possible disaster is important for your ability to recover.
While it's common to want to get back to normal as quickly as possible after a disaster, rebuilding may take longer than you'd like.
Retirement
Jump-Start Your Retirement Savings With These Tips
Applying a few simple tactics to save for retirement can help you enrich your next egg as you reach each life milestone.
When it comes to saving for retirement, there's no time like the present. The sooner you start saving, the more time your retirement nest egg will have to grow.
Nerre Shuriah
JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning
Security
Protecting Yourself From Investment Scams
Investment fraud has become the costliest form of fraud in America. Find out how to protect yourself.
Approximately one in 10 investors will fall victim to investment fraud at some point in their lives, according to researchers at the University of Pennsylvania's Wharton School.
Family
How to Afford Fertility Care
Determining how to pay for fertility treatments can be challenging. Explore eight solutions that may help lower your out-of-pocket costs.
Affording fertility care is often a challenge for those pursuing treatment.
Family
Paying for Adoption Costs
High costs can be a barrier to pursuing your adoption dreams. These resources may help.
The good news is that many parents ultimately find ways to make adoption costs more manageable.
Taxes
Guide to Common Tax Deductions and Credits
Explore several tax breaks that can help you pay fewer taxes.
Taking the time to explore all the tax breaks that may be available to you can lead to significant savings.
Taxes
IRS Updates for the Upcoming Tax Year
From tax brackets to contribution limits, a wide range of IRS updates will go into effect this year. Here’s what to expect.
While routine, these IRS updates may impact not only how much tax you owe but also how you plan for the future. Staying on top of tax code changes and new tax laws at the start of each year will enable you to modify your financial strategy and ensure you’re well prepared for filing season.
Home
Comparing Loans for Home Improvement
Learn the pros and cons of several popular types of loans for home improvement projects.
When it comes to financing home renovations, you have many options to choose from—each with its own pros and cons.
Showing 1 - 16 of 349 results
Showing 1 to 16 of 349 results
