Trying to find fee-only financial advisors that act on a fiduciary basis can be difficult as their ranks are few. However, websites of alliance firms are a good source of advisors that may serve your financial planning needs.

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.

Properly naming beneficiaries in your estate plan starts with understanding your goals and the nature of your assets. With improper designations, you run the risk of not disposing the assets to your intended heirs, an increase in income taxes, or the loss of asset protection and preservation.

The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financial life.

When receiving an inheritance, you’ll likely experience a flood of emotions. However, you have many options when it comes to being a good steward of your inheritance and you shouldn’t make these big decisions alone.

This edition brings perspective to recent market volatility, explains how the recent tax reg changes may affect your charitable giving, and inspires you to volunteer to make a healthier you!