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We live in an era of unparalleled technology and access to information, and with recent trends with Artificial Intelligence (AI),...

Mar 25, 2024 1:59pm

For anyone who works with divorcing couples, the fact that money often plays a major role in either the deterioration...

Feb 28, 2024 10:45am

One benefit often available to employees of publicly-traded companies that is frequently overlooked or under utilized, is to have access...

Jan 30, 2024 11:13am

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for...

Dec 28, 2023 11:06am

As we come to the end of another calendar year, many people who are fortunate enough to have the ability...

Nov 28, 2023 11:01am

The taxation rules relating to selling a home are fairly simple. Be it your primary home or an investment property,...

Oct 25, 2023 3:19pm

Inflation and interest rates... Interest rates and inflation. Anywhere you look or listen these days, you seem to see or...

Sep 27, 2023 4:13pm

Nearly three years after the merger between TD Ameritrade and Charles Schwab was first announced, the time has finally come...

Aug 28, 2023 2:42pm

I have just returned from a wonderful trip to Europe with my family. We flew to Spain, then to Germany,...

Jul 31, 2023 1:58pm