Mitigating investment risk and preparing portfolios and estate plans for an uncertain future requires investors to meet with their financial advisers on a regular basis, and especially mid-year, to ensure that long-term plans remain on track. Here’s a checklist of…
According to the Pew Research Institute, first-time marriages are on the decline, while a growing number of unions involve spouses who said “I do” at least once before. When individuals enter into second or third marriages, they are more likely…
Gifting assets to family members or other beneficiaries during your life not only helps to establish your legacy for future generations, but it also provides an opportunity to reduce the size of your taxable estate. However, before making any gifts,…
Federal and state governments have announced relief programs to help the nation’s 30 million small businesses suffering financial hardships in the wake of the novel coronavirus (COVID-19) pandemic. Federal Aid The Economic Injury Disaster Loan program, managed by the Small…
