Will vs. Trust: 7 Key Differences
Wills and trusts are common estate planning documents. While each can help in the distribution of assets at death, we outline seven key differences between the two.
July 15th Deadline Is Fast Approaching, and it Isn’t Just for the 2019 Individual Tax Return
Due to COVID-19, the IRS extended the tax filing deadline to July 15th—but that tax deadline applies to other items!
Portfolio Performance: Choose Your Benchmarks Wisely
The desire to become a more disciplined investor is often tested by the arrival of your account statements.
A Novel Way to Make COVID-19 Relief Donations
You may be able to convert unused paid vacation time, sick leave and personal leave for cash payments that your employer can donate to COVID-19 relief charitable organizations.
Social Security and Medicare Face Financial Challenges
Read highlights of about the current financial condition and challenges both Social Security and Medicare face.
Interest Rates on Federal Student Loans Decrease to Record Lows for 2020-2021
For the second year in a row, interest rates on federal student loans will decrease for the 2020-2021 academic year.
Does Your Business Qualify for the Research Tax Credit?
The purpose of this credit is to reward businesses that pursue innovation by continually increasing investment in research activities.
Tapping Retirement Savings During a Financial Crisis
While the CARES Act made it easier to access money in retirement plans, understanding these new guidelines and other rules for loans and early withdrawals may help you determine if this is an appropriate option during a financial crisis.
Congress Liberalizes PPP Loan Forgiveness
Congress passed the Paycheck Protection Program Flexibility Act (PPPFA) of 2020, which makes substantial changes to PPP Loans.
ABCs of Finance: 4 Tips to Teach Kids About Money
Teach younger children some simple lessons today that will give them a solid foundation for making a lifetime of sound financial decisions.