Moving to a new state may have tax consequences that can follow you long after you settle in.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.