FINANCIAL PLANNING • WEALTH MANAGEMENT • ESTATE PLANNING

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Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.