The SEC issued a public notice to approve Dimensional Fund Advisor’s (DFA) exemptive relief application to offer both exchange-traded fund (ETF) and mutual fund share classes. This marks a significant development for investors like you who work with financial advisors.
The stakes are higher when older couples divorce - they typically have more assets and less time to rebuild net worth.
It's not too late to save money on your 2025 income tax. A new tax law enacted earlier this year provides a significant tax saving opportunity for many seniors.
We're often asked by prospective clients to share examples of how our financial planning expertise can benefit them. Whether it's reducing taxes, avoiding a costly mistake or higher investment returns with less risk, we're constantly working to help you make the most of your money.
Starting this fall the IRS will no longer accept tax payments by check. Learn what you can do to prepare for this change.
Lots of people can successfully save for retirement. Very few have the expertise required to effectively and efficiently plan for retirement withdrawals. That's where an experienced Certified Financial Planner comes in.