A strong relationship with your financial professional may be key in managing your finances, both now and in the future. Below, we discuss a few ways you may be able to make the most of your relationship with your financial professional.

Buy on Fear, Sell on Greed? Legendary investor Warren Buffet is a big proponent of this strategy. When others are greedy—typically when prices are boiling over—assets may be overpriced. On the flipside, there may be good buying opportunities when others are fearful.

Having a solid estate and succession plan in place may be crucial to your business’s long-term success. If you are incapable of making business decisions, or if you unexpectedly pass away without an estate plan, your heirs may scramble to keep your business afloat.

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years.

Every year, there are taxpayers that underpay their taxes. It just happens. But if you do that, no matter how innocent your underpayment might have been, you can be subject to penalties. The IRS issued a statement to help those who underpay to avoid penalties.

The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are tragically being lost. But while we keep one eye on overseas developments, the other remains squarely focused on the fundamentals of the U.S. economy and the stock market to help investors stay the course.

Retirement planning is a primary reason for long-term saving, and when people think about retirement, finances are often the focus. However, it is important to also look at the nonfinancial aspects of transitioning from the world of work to the world of leisure.

Potential Fed Reserve rate hikes and the geopolitical worries over Russia and Ukraine only add to the uncertainty around financial markets.

Aging-in-place improvements that help seniors stay safely in their homes are more stylish and functional than ever before.

A common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund.