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 ...

The key to gaining financial security is to set financial goals and keep re-evaluating your progress. Without working toward anything specific, you’re likely to spend more than you should without ...

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 ...

The end of the year means different things for different people as they come up with resolutions and set their intentions to improve various aspects of their lives. But there’s one thing that everyone ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. The year 2025 is quickly coming to a close, and with it comes ...

Financial planning checklist and flowchart provider fpPathfinder is integrating with Wealthbox, a CRM software developer, to provide advisors using both services with financial planning checklists ...

1. Review required minimum distributions ("RMDs"). If you’re 70½ or older, you must take RMDs from certain retirement accounts by December 31 or face a penalty equal to 50% of the sum you failed to ...

TradeTalks broadcasts live from MarketSite in Times Square, the historic Philadelphia Trading Floor and Global Industry Conferences and Events. Featuring conversations with top industry thought ...

The best way to keep our money safe as we grow older is to plan ahead for the time when we might need help handling our finances. It’s not out of the realm of possibility that you’ll have trouble ...

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 ...

Merging lives with a new spouse comes with financial implications, no matter how you plan to manage your money as a couple. It’s crucial to update your tax information, insurance beneficiaries and ...