Smart Money™ Insights

Here, you’ll find insights on everything from smart investing and wealth preservation to navigating life’s financial transitions. Whether you’re planning for retirement, growing your business, or simply looking for ways to make smarter money decisions, we’re here to help you stay informed and empowered.

First-Ever Wealth Tax Proposed in California: What California Residents Need to Know

Californians may experience the country's first-ever wealth tax. Here's what you need to know right away about this proposed bill.

Coping Financially After the Loss of a Spouse

October 20, 2020 Investing Retirement Funding Lifestyle Women & Money

The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financial life.

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