The fourth quarter of the year, when individuals are typically planning for the holidays, is also a great time for financial advisors to revisit the plans they’ve created for their clients. Year-end is a time when advisors must confirm if their clients satisfied their...

Deloitte, known popularly in the United States as one of the "Big Four" accounting firms, has confirmed that it was the victim of a cyber attack. Not all of the details have been made public, but a Deloitte spokesperson noted that the attacker accessed data from an ema...

September 20, 2017

Like millions of Americans -- 143 million to be precise -- I'm still hacked off about the breach of Equifax credit files. The company's cybersecurity and response was appalling and several Equifax execs conveniently retired and sold company stock.

Worse yet, according t...

September 15, 2017

The amount you can leave to heirs without facing federal estate tax is projected to top $11 million per couple in 2018--$5.6 million per person, according to Bloomberg BNA estimates, based on recently released inflation numbers. And the annual gift tax exclusion amount...

September 5, 2017

Many people have multiple professionals, from financial advisors to lawyers to tax advisors, on their financial teams. It is the job of these professionals to ensure that you have the best financial, legal and tax advice. But often they don’t work together or know what...

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