We can’t control crises, but we can control our response to them. You want to be prepared to deal with the unexpected before it happens. Not when you’re stuck in the middle of it.

For individuals with an estate plan in place, the introduction of new legislation gives cause for concern that it may impact their estate plan.

Many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed.

In response to client questions about 2020 tax documents, as a reminder, IRA owners who rolled back RMD distributions will receive two documents for 2020 tax filings.

The Fed outlined changes to its monetary policy framework that suggests it won’t raise its benchmark federal funds rate target until at least 2023.

Despite the financial challenges experienced by Americans as a result of the coronavirus pandemic, U.S. credit-card debt dropped to record levels in 2020.

Dimensional Fund Advisors is among the first in its industry to have its worldwide operations certified Climate Neutral by leading climate solutions provider South Pole.

Although the female participation rate had begun to improve prior to the pandemic, the early stages of COVID-19 saw participation rates decline for women more than men.

The relief applies automatically to all taxpayers and no additional forms need to be filed to qualify for the relief.

When a Medicaid recipient passes away, the Medicaid Estate Recovery program is allowed to pursue assets from the estate. However, there are many options to protect assets from Medicaid recovery.

Major relief provisions are summarized here, including some tax provisions.

The IRS has extended the tax filing deadline to June 15, 2021 for residents of TX due to February winter storms.

The rule from the Trump administration will not be enforced by the DOL.

“How will we pay for this?” is the global policymaker’s multitrillion-dollar effort to prop up economies and markets against the monumental threat of the COVID-19 pandemic.

Last year’s swift bear market revealed that “clients working with RIAs tend to sell less and buy more” when markets tumble, according to a new academic paper.

According to legal scholar and Harvard University professor Cass Sunstein, the social cost of carbon (SCC) is “the most important number you’ve never heard of.”

Immigrants who have time-limited permission to live and work in the United States under Temporary Protected Status (TPS) could be granted a pathway to citizenship.

Stocks can be gifted as part of an estate plan and benefit the inheritor if they appreciate in value.

According to the Federal Trade Commission (FTC), consumers reported losing more than $3.3 billion to fraud in 2020, up from $1.8 billion in 2019.

Extraordinary circumstances inspired extraordinary generosity in 2020, leading Fidelity Charitable donors to recommend 2 million grants totaling $9.1 billion.