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Keeping tabs on the estate-planning rules during the past few years has been a little like watching Olympic-level table tennis: The action moves quickly, and it’s difficult to keep up.

Monthly Market Commentary Even though the U.S. market lost 3.5% in January, investors still seemed hopeful about continued low interest rates (now more likely, given soft economic activity) and about

Over the last 20 years, markets have experienced many shocks and recessions, including the Asian currency crisis, the Russian debt default, the dot-com crash of the early 2000s, and the

The stock markets of the world turned in stellar results in 2013, and it was almost guaranteed that at some point there would be a pullback. Looking domestically, the S&P

Monthly Market Commentary Recent economic data has not been uplifting, with poor auto sales, a subpar retail holiday season, and a weak employment report. Even home-price growth has been showing

In 2014, the income limit for Roth contributions is $129,000 for single filers and $191,000 for married couples filing jointly. For high-income earners who earn too much to contribute to

The onslaught of positive economic news during the past couple of weeks has been relentless. Even fears of an earlier Federal Reserve reduction in bond purchases couldn’t dampen spirits on

The arrival of a baby is an exciting event, but it also brings additional financial challenges and decisions for the whole family. Outlined below are four key financial considerations to

The market endured yet another month of Fed-watching as investors moved markets upward when more quantitative easing looked possible and downward when it looked like tapering of bond purchases was

Financial planning may present different challenges for women as opposed to men for various reasons. Knowing these challenges, when and if they are likely to occur is crucial for women

Lawmakers in Washington failed to reach an agreement on legislation to fund federal government operations for the new fiscal year. As of October 1st, the U.S. government effectively shut down