5 Tips to Surviving an IRS Tax Audit
There are several reasons the IRS audits; some are random, others may be due to a relationship with another audited …
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth For Decades to Come
It’s common for people to want to leave money behind for their children and family members after death. After spending …
Estate Planning as an LGBTQ+ Couple: 6 Considerations to Make During Pride Month
The LGBTQ+ community faces many challenges to estate planning. Family issues and differing laws between states can make the process …
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Setting Up a Trust Fund
Popular culture has created an association between trust funds and the wealthy. It’s a gift rich parents bestow on their …
Memorial Day Weekend Is Here: Where Does the Travel Industry Stand as Summer Kicks Off?
The travel industry has begun to see growing demand as we move closer to summer. However, not all travel will …
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Cyberattack on a Top U.S. Pipeline: Rising Gas Prices & Panic Buying in the Southeast
A cyberattack by an unnamed criminal group has temporarily halted Colonial Pipeline, a major U.S. pipeline carrying 45 percent of …
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Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce
After 27 years of marriage, high-powered business and philanthropic couple Bill and Melinda Gates have announced on May 3 that …
Common Estate Planning Mistakes to Avoid
One of the major problems that occurs with planning for one’s passing and financial distribution is that people frequently leave …
Coinbase Went Public With a Direct Listing. Here’s Why that Approach Can Be Tricky
Founded in 2012, Coinbase is a San Francisco-based central cryptocurrency exchange space. The company’s shares began trading on Wednesday, March …
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Understanding Inflation in 2021: What Investors Need to Know
Following a year of economic instability, it appears that many of us are turning our attention to something that’s been …
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