Charitable giving can play an important role in many estate plans, although this may change with upcoming tax law changes….
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Financial Planning
Divorce and Social Security
By Matt Carey How does divorce affect Social Security benefits? Some people don’t realize that after a divorce, you can…
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What Is a “Custodian?”
Change of Custodian A custodian is a financial institution with regulatory responsibilities for an investor’s securities, a “house” where your…
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Can We Make Divorce Easier?
Know Your Options in Divorce By Matt CareyDivorce is often traumatic, with a large emotional impact on all parties. And…
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The Trouble With Averages
The US stock market has delivered an average annual return of about 10% since 1926. But short-term results don’t tell…
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Self-Employed: Tax Issues
Being self-employed has many advantages beyond being your own boss. But it also comes with challenges, especially how to handle…
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