Effective January 1, 2024, many companies in the U.S. must report information about their beneficial owners—the individuals who ultimately own or control the company—to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.

Instilling healthy money habits in your children at a young age can help them approach financial matters with confidence. Here are some tips to teach your children financial responsibility and set them up for lifelong success.

Upcoming elections and federal tax changes may impact your financial portfolio. We've provided the most current updates to help you stay prepared in uncertain times.

Creating a family financial plan can help you achieve goals, prepare for the future, and enjoy the time you spend together with more financial freedom. Here are a few benefits of creating a plan that works for your family.

Ken Burke, President and Chief Executive Officer at High Falls Advisors, completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a workshop that took place May 9-10, 2024. The invite-only workshop provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques.

Keeping financial documents organized can be a challenge. We’ve created a quick guide to help you determine what to keep and what to toss.