It’s natural to think about charitable giving at this time of year. Individuals may be more likely to open their hearts and wallets around Christmas, or start the new year off on a philanthropic [...]
My client, noticing a number of recurring charges on his elderly father’s credit card statement, came to me with concerns about unnecessary services and wasted funds. Is this common? What should [...]
Retirement and wealth strategies expert Matt Sommer answers questions from advisors on market events, legislation and trends that may impact their clients’ investments.
With a year of hurricanes, mudslides and wildfires behind us, many Americans are unsure from where to access vital funds to keep their homes and families secure following natural disasters. [...]