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Money is an emotional topic – that’s why many families aren’t comfortable sharing information with each other about their finances. However, it’s never too early to start talking to your parents about their money situation. That’s because failing to understand their finances could have unpleasant – maybe even dire — consequences down the road.

Roth conversions have increased in popularity over the past few years due to our current low tax rate environment. Because these rates are set to sunset and return to their pre-Tax Cuts and Jobs Act rates after 2025, it may be a good idea to investigate Roth conversions this year.

Whether you live in New Mexico or are considering a move, there are several different estate planning considerations in the 47th state. While some are not unique to New Mexico, there are a few interesting differences that are worth considering.

One of the easiest ways to help cyber criminals and scammers target you is by disclosing too much of your personal, private information on social media. But there are ways to stay safe while you share.

According to a recent study by Charles Schwab Asset Management, recent world events like the global pandemic and numerous natural disasters have contributed to a surge in behavioral biases among investors, leading to some unseasonably scary decisions.

The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.

Within the latest version of the Build Back Better Act, the budget reconciliation bill that contains pending tax reform, there are a few tax surprises worth noting. If you’re trying to prepare, you’ll want to watch this Savant webinar.

As the end of the year draws near, lawmakers in Washington are considering plans to limit “backdoor” and “mega-backdoor” tax saving strategies for certain high-income taxpayers. In September, the House Ways and Means Committee approved changes as a way to fund the $3.5 trillion Build Back Better Act.

Global supply chains that were severely impacted by COVID-19, continue to work through issues that caused more than 50 container ships to sit idle outside of West Coast ports. Resolving this supply-chain issue will help calm inflation fears. All this and more in the third-quarter 2021 edition of MarketWise!

Following the death of a spouse, some of us may feel pressure to make big decisions – including financial decisions – quickly. Ironically, this may be one of the worst times to think about money-related issues. If you or someone you know is grieving, here are some thoughts to guide you during this difficult time.

Demand for imported consumer goods continues to surge, while at the same time, there are significantly fewer workers required to maintain and operate these supply chains. Unfortunately, there’s no quick fix. The supply chain is currently on the operating table.

You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.