Category: Media Coverage

Emergency Savings Accounts: How Much Money Do You Need?

Fewer than half of Americans have enough money saved to cover an unexpected expense that costs $1,000, according to a survey conducted by Bankrate. This isn’t too surprising when you consider that almost 60 percent of Americans have less than $1,000 in a savings account, according to a separate survey conducted by GoBankingRates. Statistics like […]

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Now Is the Time for Some Financial Spring Cleaning

At this time of year, many people start thinking about doing some spring cleaning around the home. This typically includes things like clearing out cluttered closets and basements, wiping down baseboards and washing windows. However, this can also be a good time to do some financial spring cleaning. Here are a few tips for cleaning […]

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Commonly Overlooked Deductions That Could Lower Your Taxes

In the coming weeks, you will likely start pulling together everything you need to file your 2018 tax return. As you do, you may be looking for some deductions that can help lower your overall tax bill. Here are a few of the most valuable, and also most overlooked, tax deductions. Keep in mind that […]

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2019 Economic Outlook: Are We Headed Toward a Recession?

As we head into 2019, some economists are starting to speculate that the long-running U.S. economic expansion might be nearing an end — and a recession could be looming sooner rather than later. The U.S. economy has been growing steadily since the summer of 2009, making it the second-longest expansion on record. If growth continues […]

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How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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5 Big Financial Stories from 2016

With 2016 safely in the rearview mirror, now is a good time to look back on some of the big financial events of last year. Here are 5 of the biggest financial stories of 2016: 1. The stock market’s roller-coaster ride — With the Dow Jones Industrial Average hovering near the 20,000 mark, most people […]

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