Password managers are digital vaults that help create and store passwords for online accounts and are an essential tool for ensuring your online security. Properly using a password manager can simplify your online life and,...

All of us have various concerns in our lives that command our time and energy. However, there is often little if anything that one can do to affect or control these worries.  This is especially...

Not only do donor-advised funds allow you to easily make charitable contributions to the organization of your choice, but they also allow many people to further reduce their tax obligations under the new tax laws.

Estate  planning  matters;  you  want  to  ensure that, after your death, your hard-earned assets are distributed to the people or organizations about which you care in an efficient, inexpensive, and tax-advantageous manner. Proper estate planning...

Roth IRAs can be highly useful retirement savings vehicles for investors. While it is true that you cannot deduct contributions to your Roth IRA, you can withdraw your money tax-free down the road in retirement...

In a prior issue of the Navigator (Fall 2016), we delved into the complex and controversial world of variable annuities. In this Navigator, we tackle the somewhat simpler and less controversial but still very important...