What if you could sell off a highly appreciated asset, avoid capital gains taxes and create a steady stream of retirement income for yourself or your loved ones? It may sound too good to be true, but those are just a few benefits of establishing a charitable remainder trust (CRT).

Bank failures dominated the headlines for most of March. Caused by persistent high inflation and the Fed’s continued rate hiking, these failures stirred up fears that another banking crisis was on our hands. However, this is not 2008, and the overall banking system is the strongest it’s been in decades. Additionally, despite the bank failures, the markets finished positive for the month. After swift and effective action to contain a nationwide bank run, the Fed’s top priority remains getting inflation under control.

Learn how to manage capital gains, avoid Medicare premium hikes, and reduce tax liabilities in retirement. Explore smart strategies like phased stock sales and tax planning to protect your income and investments.

Losing a spouse is life-altering. Learn the essential financial steps for widows and widowers—from notifications and organizing documents to planning for a secure future.

We’re in the News for a Reason

The pace of global change is accelerating—how can investors keep up? Discover 8 key trends, from AI to the metaverse, that are reshaping the future of investing and how to prepare your portfolio.

Helping a child with special needs transition after high school? Learn how to navigate education, employment, government benefits, and financial planning with expert tips and resources for families.

Maximize your charitable impact and tax benefits with a Donor Advised Fund. Learn how DAFs work, their advantages, and how to choose the right sponsoring organization.

Learn how to protect your wealth with FDIC and SIPC insurance, understand the risks of bank failures, and explore how custodians and cybersecurity measures safeguard your financial future.

In recent years, devastating natural catastrophes fueled by climate change have taken a major toll on infrastructure and our collective psyche. In addition to claiming human lives and causing widespread destruction to land and property, these climate-related disasters are also contributing to rising insurance premiums.