Financial plan

Is your financial plan ready for higher taxes?

You can feel it in the air — tax increases are coming. And it’s not a question of ifbut a question of when. In recent months, there have been a number of legislative proposals targeting high net worth and ultra-high net worth taxpayers, ranging from Senator Bernie Sanders’ “For the 99.5% Act”, “Ultra-Millionaire Tax Act” […]

Financial plan

Is your financial plan flexible enough?

A client of mine, a business leader for many years, recently made a major career decision: she decided to leave the corporate world and join a non-profit organization that aligns with her values. to help others. As a result, she will earn about $100,000 less per year than in her corporate job. After giving me […]

Financial security

Financial Security of American Households During the Pandemic

Editor’s note: Read the latest news on how the coronavirus is rocking the markets and what investors can do to navigate it. The coronavirus pandemic has both profoundly altered our lives and become oddly routine. Many scholars from a variety of backgrounds have examined how this has shaped American household finances, providing empirical details of […]

Financial security

Contactless payments offer customers opportunities for financial security

Nick Maynard, senior vice president and Charvi Gandotra, senior innovation manager at the nonprofit Commonwealth, share their thoughts and insights on how the pandemic has really helped increase contactless payments. The events of the past year have dramatically changed the way we live and work, accelerating the adoption of technology to meet our changing needs […]