October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit overdone after investor pessimism during September reached lows not witnessed in quite a … Read More about Looking Ahead

Beyond the impact to your personal and emotional life, divorce also has a huge effect on your financial life. As you forge ahead with turning one household into two, you must split up assets with your spouse, decide on support payments, and plan for your new financial future. This journey can be time consuming, expensive, … Read More about Financial Planning During and After Divorce

As an entrepreneur, there are multiple demands on your time and matters that require prioritizing. But while you’re juggling strategic planning decisions for your business, don’t forget about one of the most important factors of its long-term success—succession planning. Planning for your company’s legacy can not only help you shape your business’s future after your … Read More about What Should Women Entrepreneurs Know About Succession Planning?

When it comes to planning for your retirement income, it’s easy to overlook some of the common factors that can affect how much you’ll have available to spend. If you don’t consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be … Read More about Common Factors Affecting Retirement Income

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several different categories, such as “Filing Status” or “Employee Matters,” for ease of reading. When year-end approaches, it might be wise to review each suggestion under … Read More about Appropriate Checklists for Year-End Tax Planning

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm. This has clearly been a challenging year for households. Stocks and bonds are both down significantly. Elevated food and gas prices continue to stretch budgets, and higher interest rates have increased … Read More about Could the Worst be Behind Us?