Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments or withholdings are in line with your actual tax liability. Especially in ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. The year 2024 is almost in the books. However, before the ball ...

Keeping finances steady in 2026 is less about making big moves and more about getting the basics right. Rising medical costs, ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. While there’s a certain sense of freedom when it’s just ...

NEW HAVEN, Conn. (WTNH) – On today’s edition of “CT Buzz,” Host Natasha Lubczenko sat down with Chad Langevin, CFP®, and Kevin Paro, AIF®, Co-Founders of Sonder Wealth Advisors, to share practical ...

As the year draws to a close, retirees should take some time to review their financial situation. You can also make adjustments now to ensure a prosperous and secure year ahead. After all, with a well ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Clients who become single when they are over 50 have a number of unique financial planning issues. This situation may arise due to the death of a spouse or a divorce. Women in this age bracket have ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...