After setting up a 401(k) plan, most people put it on “autopilot.” However, it’s critical to scrutinize investment performance, costs and other features annually.

Growth stocks — equities that are expected to grow revenues faster than their average peers —have largely dominated markets over the past decade. But recent stock market volatility and fears of a recession have some investors turning from these generally riskier equities to value stocks. Should you? Here’s what you need to know. Fundamentally sound, but undervalued The goal of value investing is to identify companies whose stock prices don’t currently reflect what the investor considers their v

Most retirees owe tax on their income, but how much depends on several factors. This article reviews the three types of retirement savings accounts and suggests withdrawing from taxable accounts first, tax-deferred accounts second

This article reviews a recent U.S. Supreme Court ruling that could affect how business owners value and structure buy-sell agreements. Some companies with redemption-type agreements may want to consider restructuring them.

Important update for high-net-worth families: The current gift and estate tax exemption is set to “sunset” at the end of 2025. If Congress doesn’t step in, this could bring major tax implications.

This short article argues that estate plans need to be regularly updated to reflect personal and financial life changes. It provides a checklist of circumstances that should trigger updates, including starting a business, moving to a new state or...

The net investment income tax (NIIT) has been around for more than 10 years, but the number of people subject to it has more than doubled during that time because income thresholds that trigger the tax aren’t indexed for inflation.

Most parents are grateful if their children receive scholarships, grants and other financial aid to help defray the cost of college — but not so grateful about potential tax exposure.