Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study...
Read MoreHere’s what affluent families need to know. Several U.S. senators have proposed new legislation in an effort to raise $3 trillion in tax revenue over the next decade. [1] Called the Ultra-Millionaire Tax, this new proposed...
Read MoreIf you plan to retire in 2021, you’ve likely been preparing for a while. Sure, you’ve heard a plethora of tips from other retirees, but have they really sunk in? And do they all apply to you? It’s easy to let retirement advice...
Read MoreSince the global pandemic hit in early 2020, more and more facets of society have moved online. From education to weddings, from counseling appointments to our jobs! Nearly everything is online. This trend toward digitalization...
Read MoreWith the full effects of the coronavirus pandemic yet to be seen, early retirees and pre-retirees are worried about the effects of a recession on their portfolios. When you’re young, a down market only temporarily drops your...
Read More