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The 2021 Child Tax Credit: An Overview

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American…

4 Risks That Can Impact Your Retirement

Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs, and…

5 Tips for Reviewing an Early Retirement Offer

You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that…

A Beginner’s Guide to Alternative Investments

Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or…

What is Inflation-And Why Is Everyone Talking About it?

Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long[1]dormant fear: runaway inflation….

How the COVID-19 Pandemic Increased Charitable Giving

The COVID-19 pandemic impacted every facet of life, and shutdowns and layoffs have fueled great need in the U.S. Thankfully, there is good news…

Four Good Ways to Protect Your Assets During Divorce

High net worth couples tend to face several unique and specific issues during a divorce. Last month, I wrote about the divorce team you…

Investment Advice for Women in Transition

According to AARP, almost two-thirds of women between the ages of 40 and 79 have experienced a significant financial transition (source). These transitions typically…

Immediate Actions to Take if You Acquire Sudden Wealth

Are you prepared for what to do if you acquire sudden wealth? Selling your company, benefiting from an IPO, inheriting a large sum of…

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