Your home presents some delicate estate planning issues that assets such as stocks or mutual funds do not. Here are some possible options for dealing with your home that you should discuss with your tax, legal, and financial advisors or investment professionals.

A thorough estate plan that incorporates gifting may help guarantee your wealth is distributed according to your preferences while also assisting you in managing your estate's tax liability. The regulations governing estate tax and gifts are complex, and this guide touches on a few topics to consider.

One of the factors contributing to Technology’s strong 2023 return is excitement around artificial intelligence, or AI. AI, which refers to the ability of a digital computer or a machine to perform tasks commonly associated with human intelligence, is being hailed as the next big technological advance.

Passing on wealth entails more than just transferring financial assets to future generations. It is also about passing on what you value and protecting your children's connections with one another. Here are some actions you can take to prevent common and costly mistakes while boosting the possibility that your estate will properly transfer and survive for another generation.

Taking children through real-life transactions can help them learn the value of money and the need to manage their finances properly. Encourage youngsters to earn money in addition to their allowances and to learn about prices.

Keeping financial records in order helps alleviate much of the stress of living in an increasingly complex society. We all play several roles as children, parents, spouses, partners, investors, citizens, and employers, each with its own trail of paper. This information will assist you in organizing your records

Debt is something that no one wants, yet nearly everyone has it. It is simple to enter and difficult to exit. The good news is that there are actions you can take to manage and overcome your debt, regardless of its source or quantity.

There are many different reasons for changing jobs. Whatever the reason for the change in employment, this circumstance offers the ideal chance to review your long-term financial strategy. You will need to decide how to use the money you have accumulated in your retirement 401(k) plan.

If you are a recent college graduate, you may be unemployed initially, but that does not mean you do not have a job. Seeking work nowadays might be a full-time job. Thankfully, there are actions that every graduate can take to improve their prospects of obtaining meaningful employment.

According to statistics, money is the most common source of household stress. That being said, many people need a mechanism to track where their money goes after it enters the house. Keeping track of spending is critical to developing a family budget, so you can understand your patterns and spend more sensibly.

If you have recently married, then consider reviewing this to-do list when collaborating with your financial adviser on integrating funds and planning for the future.

A layoff is a challenging experience that leaves many people anxious about their next steps. With your financial advisor, you may begin to assess your circumstances, address your goals systematically, and try to weather this setback without completely reorganizing your finances.

The U.S. debt ceiling is back in the news. If the debt limit is not eventually raised or suspended, the U.S. Treasury would likely face a funding crisis that could impact a range of federal spending commitments. Though this scenario is unlikely, there are potential consequences to think through.

More than 90% of S&P 500 companies have reported Q1 2023 earnings, with results exceeding expectations, with 78% reporting Q1 earnings that surpassed their estimates.

The US economy grew at a +1.1% annual rate in the first quarter of 2023, marking a decline from the +2.6% growth rate in the fourth quarter of 2022.

Fewer container imports indicate the economy is reverting to pre-pandemic norms. This drop could help alleviate supply chain bottlenecks and ease inflationary pressures, a positive development after inflation rose to a 40-year high during the pandemic.

First quarter economic data showed the U.S. economy entered 2023 with considerable momentum, even in light of the Federal Reserve’s interest rate hikes throughout 2022.

During the pandemic, businesses and individuals flooded banks with new deposits. As the Fed raises interest rates and customers look for higher yields, the banking industry is under considerable pressure.

Based on January economic data and fourth-quarter data revisions, the U.S. economy appears to be in a stronger position than economists forecast. Job growth was robust in January as U.S. employers added 517,000 jobs, well above the average.

In the past two years, the U.S. consumer has been a big part of the country's strong economic growth. Rising wages, multiple fiscal stimulus checks, and easy access to cheap credit have helped.