
Instilling Financial Values in Your Family
Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than
Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than
Financial advisors and planners help you manage your investments and work toward your financial goals, such as estate and retirement planning. In return for their
Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over whether one has begun or predicting when one will
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,
Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing in the present isn’t that
Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any
The Financial Independence/Retire Early, or FIRE, movement is an investment practice and lifestyle that focuses on saving aggressively and spending frugally so individuals can move
In an attempt to control inflation, the Federal Reserve has signaled its intention to raise the federal funds rate (currently set at zero) three times
The start of a new year is a great time for introspection and evaluating the areas of your life you want to improve. When setting
The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. State of Domicile: GA. CRN202211-274137