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Financial Advising for Medical Professionals

With the right fundamental strategy and financial plan suited to the needs of a medical professional, your finances are more likely to be resilient to change and help you meet your goals.

How a (Virtual) Financial Adviser Can Help During Market Turbulence

Sudden drops in market performance can be alarming. What does this mean for your financial planning? And how can a Financial Adviser help?

Average Fees for Financial Advisers

The total average cost of working with a financial adviser will depend on what type of advice you're seeking, as well as the fee structure the adviser uses for the services you receive.

Tax Deadline Extension: Planning for the Impact of COVID-19 (Coronavirus) in 2020

With the Coronavrius epidemic impacting the US economy, the IRS and the Secretary of the Treasury have recently announced changes to 2020’s (2019 tax year) usual deadlines.

Investment Strategies for the Impact of COVID-19 (Coronavirus)

The COVID-19 (Coronavrius) pandemic has caused unprecedented changes in the stock market, and we believe that this is when experience, and the perspective that comes from experience, is particularly valuable.

Last Minute and Ongoing Tax Tips for 2020

Optimize your returns as you prepare to file this year, and understand how next year's tax bill could be affected by things you do all year long.

Tax Planning vs. Tax Preparation: What’s the Difference?

Danielle McCarthy, CPA, MST explains the difference between tax planning and tax preparation, key tax optimizations you can make on your own, and how to most productively work with an accountant.

Divorce Tax Opportunities and Risks: The Selling and Transferring of Property

Kimberly Nelson, CFA®, CDFA, provides examples and guidance on the tax tradeoffs of selling and transferring property during or after a divorce.

Tax Tips in 2020: The Importance of Planning Throughout the Year

Popular tax topics in 2020, and advice from a tax expert on how to develop a more holistic strategy beyond just filing on Tax Day.

Divorce Law Updates for 2020

For all divorces filed on January 1, 2019 and onward, several new tax rules based on the Tax Cuts and Jobs Act (TCJA) passed at the end of 2018, now apply. Shared wisdom from friends or family who may have divorced a few years ago (while well-intentioned) may no longer be relevant.