A marital agreement is sometimes a thorny topic for an engaged couple. But setting expectations early can be a healthy way of tackling the often-taboo subject of money — laying the groundwork for a happy marriage. more >
Although the coronavirus is turning the economy and markets sour at the moment, transferring assets at today’s reduced values means you could save on estate and gift taxes. more >
In addition to helping individuals, the CARES Act aims to prop up the economy by sustaining small businesses through the coronavirus pandemic. Find out about loan programs and tax provisions in the law. more >
To help us through the coronavirus pandemic, the federal CARES Act brings financial relief in the areas of retirement savings, charitable contributions, direct payments, student loans, unemployment insurance and more. more >
During turbulent financial markets, it’s helpful to understand the industry lingo. Learn general investment and tax terms to help you be a more confidant investor. more >
When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how a cohabitation agreement can help set clear expectations. more >
Direct listings of companies going public are on the rise. Find out if a direct listing is right for your firm and what it means for your shares. more >
The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and who may pay additional taxes. more >
When a woman receives a large inheritance, it can have a big impact on her marriage. A doctoral candidate in clinical psychology who studied these relationship dynamics shares her findings and how couples with wealth can navigate challenges. more >
