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With big-name private companies like Airbnb Inc. and DoorDash Inc. recently announcing plans to go public, many investors may be chomping at the bit to purchase the new stock. While such investments have the potential to deliver excellent returns, it’s important to understand how the IPO process works

The Cheesecake Factory Inc. is the first public company to be charged by the Securities and Exchange Commission (SEC) for misleading investors about the financial effects of the pandemic on their business

According to estate planner Maurice R. Kassimir, Esq., the present moment has provided a “perfect storm” for wealthy families to meet with their estate planners and implement some wealth transfer strategies. In a November webinar, Mr. Kassimir pointed to three factors that make these times unique

You might think that the doubling of the amount exempt from federal estate and gift tax ($11.7 million per person in 2021) would reduce the need for estate planning, given that so few families will now need to worry about this tax

The idea of “planning” a gift to charity may not spring as readily to mind as investment or retirement planning. Yet there are many ways to give, and many kinds of gifts to consider, especially when philanthropy is one of your core values

The Employee Benefit Research Institute (EBRI) has teamed up with J.P. Morgan Asset Management to produce an interesting new study of the habits of saving for retirement

With recent stock splits by two of the world’s largest companies, Apple and Tesla, it is important to understand what a stock split really means

The Federal Trade Commission (FTC) is cautioning Americans to be mindful of various schemes targeting Economic Impact Payments, also known as stimulus checks. Here are a few things you can do to protect yourself if Congress passes a second stimulus package

On August 28, the US Department of the Treasury and the Internal Revenue Service (IRS) debuted long-awaited guidance on how President Trump’s proposed payroll tax suspension will apply to companies and workers.

If you’ve been researching loans, you’ve certainly noticed the term interest rate. Expressed as a percentage, usually in annual terms, an interest rate is the amount of money your lender charges you for a loan. Nearly every type of loan, including mortgages, car loans and student loans, charges an interest rate. Rates vary depending on your credit score, the type of loan and the lender.

Smart borrowers understand the loan options available to them. The majority of loans are either unsecured or secured. Each loan type has its pros and cons. When you apply for a loan, do your homework.

The Grantor-Retained Annuity Trust (GRAT) has emerged as a popular strategy in the estate planner’s toolkit. The idea is that a grantor places assets in a trust while retaining the right to receive payments from the trust. When the term of the trust expires, any assets remaining in the trust pass to a beneficiary, typically a family member.

The Coronavirus Aid, Relief and Economic Security (CARES) Act offers a provision to soften the economic impact from COVID-19. It authorizes the withdrawal of up to $100,000 from IRAs, or 401(k) retirement accounts, without penalty

We all know we should turn off the lights when we leave a room, unplug appliances we aren’t using and invest in reusable drinkware to reduce our carbon footprints. But, changing other small habits can have a positive impact not only on the environment, but also your wallet.

Did you receive an offer to get paid to shop or eat at bougie restaurants and review them? It sounds too good to be true, because, well, it most likely is