Money

Unfortunately, it happens all the time—a client’s longtime spouse dies, a new suitor swoops in, and they quickly marry against…

An imminent federal government shutdown could have catastrophic consequences for millions of student loan borrowers, advocates warned this week. A…

Investing isn’t always straightforward – in fact it can sometimes feel counterintuitive. Sometimes we find ourselves in the position of…

Can the Consumer Financial Protection Bureau (CFPB), a Federal Government agency, protect unsophisticated consumers transacting in complex markets? It can…

Remember that huge IRS backlog? It’s easy to think back and assume that the problems began with the pandemic, but…

A recent article explores the efficacy of offshore trusts in protecting the assets of debtors, Go Directly To Jail, Do…

Simplifying and streamlining our portfolios and the rest of our finances should be an estate planning priority as we age.…

If you have been following my posts on required minimum distributions from retirement accounts over the last few years, I…

Student loan payments are resuming, and time is running out. Millions of borrowers are only days or weeks away from…

For most financial services firms, the migration to the cloud is far from done. Four out of five banking executives…