Trump Accounts: Another Savings Option for Children
When it comes to saving for a child's future, there isn't necessarily one account that makes the most sense for every family. Some parents are focused on college expenses, while others want to build savings their children can use later in life.
Quarterly Market Review: Keeping Perspective in an Uncertain Market
There is rarely a shortage of things for investors to worry about. This year has been no exception. Higher interest rates, ongoing geopolitical conflicts, and concerns about valuations of artificial intelligence-related companies have all contributed to uncertainty.
Looking Ahead: Planning Your Financial Future After Divorce
Divorce marks the end of one chapter and the beginning of another. Discover how thoughtful financial planning can help you build a more secure, purposeful future.
The Emotional Side of Financial Decisions in Divorce
Some decisions in divorce are difficult for reasons that have very little to do with the numbers.
You may be deciding whether to accept a settlement proposal, keep the house, or push back on a particular issue. On paper, the question may seem fairly straightforward. In reality, there may be years of history and a lot of emotion sitting behind it.
Why “Equal” Isn’t Always Fair in Divorce Settlements
There comes a point in divorce when so much of your life seems to end up on a spreadsheet.
The house has a value. Retirement accounts have balances. Investment accounts are listed. There may be stock compensation, deferred compensation, or other assets that need to be divided. After everything has been gathered and valued, the settlement may appear to divide things right down the middle.
Understanding Retirement Accounts in Divorce
Retirement accounts can be one of the more confusing pieces of a divorce settlement. You may see a 401(k), IRA, or pension listed among your assets, but understanding what those accounts are worth to you and how they are divided is not always as simple as looking at the balance.
When Your Priorities Shift, Your Financial Plan Should Too
A financial plan is built around your life, not just your numbers. It considers your income, expenses, savings, investments, family, career, and the goals you are working toward. Over time, those pieces naturally evolve.
Elections Matter. But Should They Change Your Investment Plan?
US elections often bring questions about what a change in Washington could mean for markets. A new president, a shift in control of Congress, or divided government can all influence expectations about taxes, regulation, spending, and other policies.
10 Social Security Facts Women Should Know About Divorce
Whether Social Security is on your mind today or still years away, understanding a few key rules can help you feel more informed about your future.
The First Financial Steps to Take After Divorce
Divorce may be final, but there are often a few financial details still to work through. Here are some practical first steps for getting organized and moving forward.