Latest articles by Kara Duckworth, CFP®, CDFA®
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Why Private Markets Are a Diversification Superpower
Investing in private markets can help lower portfolio volatility and potentially achieve better returns. Here's what to know before deciding to dive in.
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Four Tips for Dealing With Life-Altering Health Conditions
Plenty of health conditions can change your life, even when they’re not terminal. Making appropriate adjustments can help you age in place longer.
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Financial Planning Now That Your New Baby Has Arrived
First, congratulations! Second, a seasoned wealth adviser is here to share his knowledge and experience of planning for and protecting the future of his newborn.
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Are You Afraid to Retire Even Though You Can Afford To?
happy retirement Actually retiring may be the hardest part about retirement. If you’ve got cold feet, here are some ideas to make retirement the next step in a journey, not a final destination.
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Short-Term Financial Planning for First-Time Parents
A seasoned wealth adviser shares his experience with the financial planning he and his wife did for the arrival of their first bundle of joy.
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Financial Wellness Is Self-Care: 3 Steps to Help Improve Yours
Many people resolve in the new year to get healthier. Taking charge of your financial wellness can help improve your physical health by lowering your anxiety about money issues.
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3 Key Things to Consider Before Agreeing to Be a Guardian in a Trust
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
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Create a Special Needs Plan That Goes the Distance
estate planning Getting the services needed for a person with a disability can take some careful planning, considering some important benefits programs limit the assets owned to just $2,000.
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Top Tax Issues to Watch Out for This Year
tax filing One major recommendation for all taxpayers is do NOT procrastinate on your 2021 tax return. It’s more important than ever this year.
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Sandwich Generation: How Do You Decide Whose Needs Come First?
retirement planning Your parents need your help right now, and so do your adult kids. But what about saving for your own retirement? If you’re stressed and stretched, it’s time to prioritize. Here’s where to start.
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No Jitters Here: How to Deal with 3 of Life’s Big Transitions
personal finance A new school year comes with anticipation – and anxiety. But those jitters don’t end at graduation. The transitions that adults go through, including marriage, family and career changes, can be just as unnerving. Taking the right preparations can smooth the way.
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Finally Visiting Aging Parents after the Pandemic? What to Do If They’ve Declined
personal finance After being apart for so long, it isn’t uncommon to see some signs of a mental or physical decline. Take advantage of your happy reunion to help get your parents squared away, whether it’s out-of-control bills or home tasks that are getting too much to handle.
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Keeping the ‘Bank of Mom or Dad’ From Being Overdrawn
personal finance Of course you want to help your adult children, but don’t let that ruin your retirement, or your relationship. Here are some things to consider before lending or gifting money to your kids.
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The Consequences of Gray Divorce
Divorce Divorce has financial consequences for everyone, no matter what your age. But for those 50 and up, there are some special circumstances that make divorce more complicated and potentially more costly.
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Yours, Mine … and Maybe Ours? Advice for Couples on How to Handle Money
personal finance Picking the right money-handling strategy for your family – separate finances, a joint account or something in between? – can make a big difference on how well you function and how well you get along.
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Planning for a Non-Traditional Family (Which Is Probably Yours)
estate planning Families come in all shapes and sizes. Here’s how to make sure yours is financially protected regardless of who’s part of it.
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Estate Planning for ‘Black Sheep’ Beneficiaries
estate planning Every family has one – or maybe more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. Here are some tips for managing them in your estate plan.
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