Latest articles by Daniel Fan, J.D., LL.M., CFP
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Protect Your Wealth with Smart Risk Management Strategies
retirement planning Find peace of mind for yourself and your family by planning ahead for life’s worst “what if” moments. These risk management strategies can help protect your livelihood, your family’s future and your business.
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Nearing Retirement? Take Another Look at Roth Conversions
Roth IRAs Due to lower tax rates and the recently passed SECURE Act, those nearing retirement should consider a Roth conversion.
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It's Never Too Soon: Retirement Planning for Millennials
Financial Planning Millennials are in a bind, squeezed by changing workplace opportunities and massive student debts. To get on the right path to build their wealth, they should follow these four steps.
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Rent? Own? Single? Children? 4 Case Studies Show How New Tax Law Could Affect You
tax law To see which way your tax bill might be headed in 2018, take a look at these four scenarios comparing the taxes certain types of people would pay in 2017 with their 2018 projected tax bills. Where do you fit in?
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Same-Sex Couples Are Marrying Less: What That Means for Their Finances
retirement The marriage boom that bloomed after legalization appears to be cooling off. However, same-sex couples who don't marry are missing out on a lot of serious legal and financial protections.
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Hit Hard by Hurricane? Tapping Your 401(k) May Not Be a Great Idea
credit & debt The IRS recently relaxed some rules related to hardship distributions from retirement accounts to make it easier and faster for hurricane victims to get money. However, hardship distributions come with costly strings attached.
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15 Money-Saving Tips and Tricks for College Costs
college To help keep costs under control during the school year, here are 15 things that parents of college students can think about trying.
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Sending a Child to College? 15 Money-Saving Tips and Tricks
college It’s back-to-school time, and if you have a child starting or returning to college, no doubt tuition costs are on your mind.
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