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Time May Change Your View of Wealth

Your investment strategy and estate plan should keep pace as your views evolve.

Time changes our perspective on many things, including our finances. Perhaps you used to think that money would solve all your problems, or that you didn’t want to spend your time and energy thinking about your finances. You’ve lived, and you’ve learned.

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Understanding the Earned Income Tax Credit

The Earned Income Tax Credit (EITC) is a federal tax credit that can provide great benefit to families. According to the IRS, in 2019 alone, approximately 25 million workers and families received over $60 billion in EITC payments, with the average payment coming in at $2,476.

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Women, Wealth, and Legacy Planning

Women play a central role in establishing and preserving family wealth -- whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect the financial security of themselves or their families. Consider these statistics:1

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