The Advisor Blog

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New Global Tax Accord Takes Shape

After more than four years of international negotiations taking place mostly behind the scenes, 132 countries — representing more than 90% of worldwide

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FAFSA
How does the federal financial aid process work?

For the federal government to determine your child’s financial aid eligibility, you must first complete its aid application known as the Free Application for Federal Student Aid, or FAFSA.

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Medicaid and Nursing Home Care

As you enter your 60s and 70s, health may become more of an issue than it once was, and your thoughts may turn to the future. Who will take care of you when you can no longer care for yourself?

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Business Succession Planning

When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away?

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Should You Be Concerned About Inflation?

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index

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