Now that we can put the bookend on 2020, it’s time to look forward to how we can improve our lives and financial planning opportunities in 2021.

The uncertainty surrounding the economy and workforce makes early retirement seem all the more appealing - but it's not as simple as it seems. Before settling for an early retirement, consider these crucial factors.

From the tried and trued planning options, to "one time only" opportunities, Kelly Brothers breaks down several financial planning tasks you'll want to consider.

Here are a few tips and pieces of advice when you're asking yourself, "how do I find a good CPA?"

Choosing an insurance policy that works best for you and your family is so important. When you shop around and find the correct one, it can not only benefit your health but save you money.

Kevin Chang is pleased to announce that he has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers.

Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.

ESG investing is a term that often gets used synonymously with Socially Responsible Investing (“SRI”).

Since retirement is a major transition, the discussion should involve more than just money.

From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.

People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.

Genovese Burford & Brothers is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

Long-term care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.

Avoiding the pitfalls that may put you in the position of having to answer to the courts or a trust beneficiary with an axe to grind is worthwhile.

We often get questions about better income options in this low interest rate environment, here are our thoughts.

The CARES act has changed the rules when it comes to taking loans from a 401(k) or other employer-sponsored retirement plan.

Are you aware that there are many other provisions in the CARES Act that can be of assistance to businesses during these trying times?

For this planning tip, we will focus on the state unemployment insurance (UI) program, which is one of the provisions of the CARES (the Coronavirus Aid, Relief and Economic Security) Act.

For this planning tip, we will break down the CARES Act provisions for 2020 required minimum distributions (RMDs).