Tag Archives: cybersecurity

One of the most critical yet often forgotten steps in the estate-planning process is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may […]

Gone are the days when you had to make a special trip to your local bank branch to make a deposit or transfer money from one account to the other. Today, with the proliferation of mobile apps, you can manage all your banking and investing needs from the comfort of your home, or from any […]