Jamie Hopkins

In today’s shifting landscape, finances are front and center in many American households. New research shows the shifting dynamics surrounding money and women.

When we focus on the why behind our goals, we are more likely to accomplish them. Shift your focus in 2024 from goals to the big picture and your why behind the goals.

So many Americans run into unexpected health care situations, natural disasters, or other unforeseeable tragedies that also become financial tragedies.

With the passage of the SECURE 2.0 Act bill, RMD changes again loom large.

As 55% of Americans say they don’t have enough saved for retirement, this bipartisan legislation primarily seeks to make it easier to contribute to retirement plans and use those funds appropriately for their needs in retirement.

Planning is a process. It’s not the plan itself that’s crucial, but the process you take. While not for everyone, it can be helpful to lay out a process for retirement income planning.

These documents are an important part of a good retirement, end of life, and estate plan. Their purpose is to make sure your wishes are carried out when you aren’t able to do it yourself.

Retirement planning is extremely challenging because we don’t know exactly when it is going to occur or how long we will be in retirement.

Many people are retiring early. The St. Louis Federal Reserve reported that upwards of 3 million Americans retired early due to the COVID-19 pandemic. If you weren’t among that group that retired early, it’s good to remain working for a bit longer if you can for two main reasons

There are nearly 32 million small businesses in the United States, according to the Small Business Association. Of those, 81% are single-person entities with no employees on the payroll. According to PNC, while 60% to 70% of small business owners want to pass along

The Ways and Means Committee released the first draft of a major tax bill this week. While it is mostly aimed at increasing taxes to pay for other social policies and government infrastructure initiatives, there are a number of provisions that would change retirement planning.

Having money for those rainy-day events is crucial for Americans and their financial situations.

When we talk about estate planning in 2021 and beyond, what are we doing with our wealth and investing if tax rates start going up? How has technology changed the estate planning process? Should you sell a business or change your succession plan in light of potential legal changes coming from D.C.?

Section 121’s Nuances for Divorce, Death and Military Members As a basic overview, ownership and use tests are utilized in determining who qualifies for the section 121 exclusion.

While there are more than six uses of life insurance in comprehensive financial planning, the six below are certainly the most popular, especially in light of potential changes to tax laws.

Strategies to fund college education costs are garnering a heightened level of interest in recent years as student loan debt begins to balloon and the rising costs of college education continue to spike. In fact, the increasing cost of a college education has significantly outpaced national inflatio…

A new retirement savings vehicle, the myRA (my retirement account), is now one step closer to being available after the Department of the Treasury’s final regulations became effective December 15, 2014. The myRA was first announced earlier in 2014 by President Obama in his State of the Union Address…

When figuring out how much to save for retirement or how to withdraw assets during retirement, one of the thorniest issues is not knowing how long the individual is going to live. Living longer than expected, which is often referred to as longevity risk, can increase the likelihood of other [...]