3 things money experts are doing now, before tax season

3 things money experts are doing now, before tax season

From NextAdvisor in Partnership with TIME — BY ALEX GAILEY, FEATURED CONTRIBUTOR —  That time of year is right around the corner. I’m not talking about the holidays. I’m talking about tax season. While taxes might be the furthest thing from your mind right now, there...
8 tips for managing a financial windfall

8 tips for managing a financial windfall

From Forbes — By E. Napoletano, Contributor — According to a recent study by Cerulli Associates, there’s a massive transfer of wealth poised to happen in the U.S. over the next 25 years. An estimated $68 trillion will change hands, with the country’s aging population...