In an effort to provide much-needed relief during these interesting times, The CARES Act was passed. It has the potential to provide significant benefits and breaks for many of us. Learn about some of the benefits here.

While the SECURE Act did not provide sweeping tax reform, there are a few provisions in this 2019 year-end tax legislation that you should understand. From moving the Required Minimum Distribution age to age 72 to making the “stretch” IRA a bit less elastic, you should revisit your plan to determine the impact to your situation.

The IRS has released the 2020 tax brackets, ranging from 10% to 37%. Find out where you'll fall and what changes have been made.

In this installment in our series on Evidence-Based Investing Insights, we talk about using financial gurus to help you invest successfully. You will see how the wisdom of the market exceeds that of financial gurus and personalities, whether they manage mutual funds or hedge funds.

Many studies have connected a strong sense of purpose with better mental and physical health, lower incidence of disease, and longevity. A person with purpose is clear-eyed, energetic, peaceful, and engaged. They take care of themselves so that they can work on their purpose all the days of their lives. This article talks about the benefits of having a high sense of purpose and how you can find it.

A donor advised fund is an underutilized tool for charitable planning. Learn some key tax and non-tax aspects of this charitable strategy.