Latest articles by Casey Robinson, CFP
-
5 Year-End Financial Planning Strategies for a Down Market
Uncertainty might make you want to stand pat instead of making traditional moves for the next year, but there are some things you can do to take advantage of a depressed market.
-
Are 1031 Exchanges Right for Me?
real estate investing There’s a possibility the tax-deferral benefit of such property exchanges could end for some high-net-worth real estate investors, so that could speed up some property owners’ decisions.
-
How to Stay Flexible in Saving for Your Child's Future
college The college experience and career world are changing, offering parents and students alike new options to make it work.
-
Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities
retirement Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves.
-
Financial Strategies Many Married Same-Sex Couples Overlook
retirement From Social Security to estate planning and tax breaks, take a look at a roundup of the rich benefits that marriage can afford.
-
What's an Alpha Manager and Why Do I Need One?
Financial Planning You've probably heard of an alpha wolf, but what about an alpha manager? This is the kind of financial adviser that everyone planning an estate should be working with.
-
The Bank of Mom and Pop: The Benefits Afforded by Intrafamily Lending
loans Sometimes skipping the costs and hassles of commercial bank loans can make perfect sense, saving the borrower some money and helping the lender with their estate planning goals.
-
How the Tax Cuts and Jobs Act Will Impact Tax Planning in 2019 and Beyond
tax planning Most taxpayers, as they get started on their 2018 taxes, are only now really grasping the effects of the 2017 law. Moving forward, there are opportunities and pitfalls to take into account for 2019.
-
Financial Tips You Can Learn from Millennials (Yes, Really)
Making Your Money Last Each generation seems to think the one that follows doesn't know what they're doing, but baby boomers who fail to recognize millennials' strengths could be missing out on some solid money and career strategies that they could benefit from.
