With phone and in-person scams saturating the country, the IRS has released information to help taxpayers understand how and why agency representatives may reach out. Almost always, the IRS... Read More

The first half of 2022 has been fraught with inflation, supply chain issues, higher rates and a war between Russia and Ukraine. All these factors have led to market... Read More

As teens look forward to summer activities, especially those that cost money, the next few months might present an ideal opportunity to help them learn about earning, spending, and... Read More

Green bonds are debt instruments that corporations and governments can use exclusively to finance major climate-related or eco-friendly initiatives. Global issuance of green bonds reached a record $523 billion... Read More

About 4.3 million U.S. workers quit their jobs voluntarily in December 2021, after a record 4.5 million quit in November — the largest number since the Bureau of Labor... Read More

The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans age 55 and older... Read More

The IRS issued more than 128 million income tax refunds for the 2020 filing season, putting $355.3 billion into the hands of U.S. consumers.1 For most recipients, such a... Read More

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could finally be the year. After... Read More

For financial advisors tasked with guiding their clients through financial independence, inflation is public enemy number one. Much like ocean waves relentlessly pounding the beachside cliffs, so is the... Read More

The “to-do” list for sending a child off to college might seem virtually endless—registration, shopping, dorm decorating, goodbyes (sniff, sniff). Probably the last thing on any parent’s mind before... Read More

Although divorce is a difficult transition at any age, divorce at or near retirement carries distinct financial uncertainty. Preparing for the cost of two separate retirements with a limited... Read More

It’s Time for Baby Boomer RMDs! In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special... Read More

At its core, retirement is a lifetime income challenge. When someone quits working, their lifestyle still requires monthly expenditures, but the corresponding paycheck disappears. Replacing that paycheck is the... Read More