Still Moves to Make

Now that the tax deadline is behind us and your return is nice and filed away (unless you filed an extension, in which case you have a little less than 6 months until your October deadline), you may be thinking you're done with taxes for the near term. Not so fast. There are actually a number of moves you can make over the next eight months to slash your 2018 tax bill….

Estate Planning Mistakes to Avoid

Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the baby boomers — the wealthiest and one-time largest generation in U.S. history — to their heirs…

Fab Five-O

The approach of a milestone birthday is a reminder that, as life changes, so do your needs and circumstances. With the "Big Five-O," the question is settled: You’re no longer a kid. And that’s a great thing; maturity is much better than it’s cracked up to be. So, instead of dreading it, update your financial life and embrace the coming decades as you prepare for retirement….