Cash Windfall? Suddenly Wealthy? Have a Plan for Holding onto Sudden Wealth.

You probably know someone who’s been scammed out of money, a check, some cash, gift cards or even significant amounts of money. Many criminals are skilled at tricking smart folks into handing over money.

As life expectancy continues to rise, we'll continue to see advances in technology that help us maintain a quality of life.

The New Year is a great excuse to start some new financial habits. With a little discipline you can put yourself and your family in a much better financial position over the next 12 months.

We all know the old saying: Time in the market, not market timing.

It happens to the best of us.

Gen X Is Turning 50: Time for Catch-Up Contributions

In 2015, the oldest members of Gen X have been turning 50, the age when they are eligible to start making annual catch-up contributions to Individual

The Bipartisan Budget Act of 2015 was signed November 2

Common filing strategies currently offered will no longer apply starting in 2016.

Below is a summary of the recent changes.