Special Situations Articles
How to Leave a Lasting Impact with Sustainable Investing
Posted by on September 24, 2024
As you approach retirement, you may find yourself thinking about the legacy you want to leave behind. For many, this isn't just about passing wealth on to loved ones—it's about positively impacting the world around them.
Giving Back in Retirement: New Strategies for a New Phase
Posted by on September 19, 2024
After dedicating years of your life to your career, you might be wondering what to do in retirement.
A House Divided
Posted by on August 15, 2024
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.
Disability and Your Finances
Posted by on August 13, 2024
The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. And with new applicants each year, the system is expected to exhaust its reserves at the end of 2035 if changes aren’t made.
A Checklist for When a Spouse or Parent Passes
Posted by on August 08, 2024
When you lose a spouse, partner, or parent, the grief can be overwhelming. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time.
A Cheat Sheet for Sending Your Kid to College
Posted by on June 06, 2024
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition.
Avantax Market Update - May 2024
Posted by on May 06, 2024
In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.
Filing Final Tax Returns for the Deceased
Posted by on May 30, 2023
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.
Countdown to College
Posted by on May 25, 2023
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way—starting in the first year of high school.