You Missed the Tax Deadline. What Now?

If you have missed the April deadline to file your taxes, don't panic — you can easily get back on track. 

Here's a quick overview of the potential penalties for filing late and what to do after the deadline to avoid or minimize them. If you know someone who is struggling this tax season, forward this email to share these helpful tips.

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Silvia Evans
Trusts: Different Types, Uses & Examples

When people decide to add a trust to their estate plan, they're often surprised to find out how many types there are to consider.

So how can you know which is best for you? In truth, there is no one-size-fits-all answer, and each individual's needs are unique.

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Silvia Evans
3 Costs Retirement Planning Can Miss

Some retirement expenses are easy to plan for. You’ve probably considered how your healthcare needs may change, or whether living expenses may be higher or lower than before.

But some aspects of retirement aren’t obvious in your working years — and many savings strategies don’t incorporate them as a result.

Here are a few expenses you can plan for that may change during retirement:

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Silvia Evans
4 Lessons Learned From FTX and Enron

At its height, Enron was trading at $90.75. By December 2001, its mismanagement was exposed, and its stock plunged to just $0.26. The company declared bankruptcy shortly thereafter.

Just last year, FTX started crumbling due to mismanagement in a similar manner, shocking the entire cryptocurrency market. The case is still unfolding, but both FTX’s and Enron’s downfalls offer important lessons for professional and personal finance alike.

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Silvia Evans