Building Wealth
Understanding SSDI and VA Income Options for Veterans with Disabilities
Understanding SSDI and VA Income Options for Veterans with Disabilities
For the millions of veterans struggling to make ends meet due to an injury or illness related to their service, there is help out there. But you’ve go…
December 6, 2021
Practical Ways to Turn Your Philanthropic Dream into a Reality
Practical Ways to Turn Your Philanthropic Dream into a Reality
Maybe you have an undefined notion of how you’d like to make a change in the world. Here’s how to define your mission and then take the next steps to …
December 6, 2021
QCDs: A Great Way to Give Yourself (and the Charities You Love) a Gift This Year
QCDs: A Great Way to Give Yourself (and the Charities You Love) a Gift This Year
Why you should consider using your annual IRA distribution to make a qualified charitable distribution.
December 5, 2021
Taxes May Be a Certainty – But the Amount You Pay Doesn’t Have to Be
Taxes May Be a Certainty – But the Amount You Pay Doesn’t Have to Be
You do have some control over how much income tax you owe – if you don’t wait until Tax Day to start exploring your options. Take some steps before th…
December 4, 2021
How Leveraging Alternative Assets and Modern Portfolio Theory Can Help Investors Improve Returns
How Leveraging Alternative Assets and Modern Portfolio Theory Can Help Investors Improve Returns
To help manage risks and possibly boost returns, everyday investors should think about including alt investments in their portfolios. Here’s how to ap…
December 4, 2021
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Sell Your Business the Right Way (Don’t Make These Mistakes)
Sell Your Business the Right Way (Don’t Make These Mistakes)
Exit planning is just what it sounds like: planning. Go into a potential sale of your business prepared, and with a team to help you, and you could wa…
December 3, 2021
TOD Accounts Versus Revocable Trusts – Which Is Better?
TOD Accounts Versus Revocable Trusts – Which Is Better?
Both help you pass down assets while avoiding the time and expense of probate, but one comes with a lot more flexibility than the other.
December 2, 2021
What’s Your Retirement Number? Don’t Just Go by the 4% Rule
What’s Your Retirement Number? Don’t Just Go by the 4% Rule
To help make sure your retirement income covers your needs and lasts for a lifetime, you need a custom plan. The 4% rule of thumb is a handy starting…
December 1, 2021
When Paying for Long-Term Care, You’ve Only Got 4 Options
When Paying for Long-Term Care, You’ve Only Got 4 Options
They all have pros and cons, so which option is best for you? Don’t wait until you need care to think it through.
November 30, 2021
ESG Is Not ‘Ethical Investing.’ And That’s OK.
ESG Is Not ‘Ethical Investing.’ And That’s OK.
Environmental, social and governance investing isn’t the same as ethical or impact investing. Here’s where those concepts differ, and why they all can…
November 29, 2021
The 4% Rule Faces New Problems Today
The 4% Rule Faces New Problems Today
Considering today’s market and economic conditions, can retirees really rely on this old standby to guarantee they won’t run out of money? (Sorry to s…
November 29, 2021
Am I Responsible for Paying Off My Deceased Husband’s Debt?
Am I Responsible for Paying Off My Deceased Husband’s Debt?
You may be off the hook as some debts — including even certain types of credit card charges — are forgiven at death. However, others linger much longe…
November 28, 2021
Sandwich Generation: How Do You Decide Whose Needs Come First?
Sandwich Generation: How Do You Decide Whose Needs Come First?
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’…
November 27, 2021
Bias at Work: How to Defuse a Ticking Time Bomb in Your Organization
Bias at Work: How to Defuse a Ticking Time Bomb in Your Organization
An interview with the author of the book “Bias Interrupted” reveals hidden signs of bias in the workplace and offers ideas for what to do to help corr…
November 26, 2021
Financial Topics Safe for This Year’s Thanksgiving Table
Financial Topics Safe for This Year’s Thanksgiving Table
Talking about money over turkey may be less stressful than getting into politics or social issues this year. Here are some possibilities to get the ba…
November 25, 2021
Depression and the Holidays: Some Friendly Advice from a Financial Adviser
Depression and the Holidays: Some Friendly Advice from a Financial Adviser
Now is the time to be on the lookout for the signs that someone may need a boost. Or maybe you could use a little help yourself?
November 24, 2021
For Entrepreneurs, Confidence in Your Advisers Is Your Most Important Investment
For Entrepreneurs, Confidence in Your Advisers Is Your Most Important Investment
When your business and estate are at stake, can you really count on the people who are helping you? Trust in your team starts with asking the right qu…
November 24, 2021
A Simple RMD Mistake That Can Cost Retirees Thousands
A Simple RMD Mistake That Can Cost Retirees Thousands
Do you know exactly what your required minimum distribution should be? Did you take more than you had to last year? If you need extra cash, there coul…
November 23, 2021
Should You Take an Extra Big RMD This Year?
Should You Take an Extra Big RMD This Year?
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big…
November 23, 2021
Are You Financially Ready to Have Children?
Are You Financially Ready to Have Children?
Yes, children are expensive. Can you handle it? A financial planner with a new baby at home has some helpful suggestions and guidelines for all the po…
November 22, 2021
Year-End Tax Planning Comes with a Twist in 2021
Year-End Tax Planning Comes with a Twist in 2021
Some of the most common strategies people use to hold their taxes down are being turned on their ears this year, thanks to possible changes in tax law…
November 21, 2021
How To Protect Your Retirement Portfolio Against Market Pullbacks
How To Protect Your Retirement Portfolio Against Market Pullbacks
Would you be ready if stocks start to slide? It’s bound to happen one day or another, and here’s what you can do to prepare for it.
November 20, 2021
Important Planning Considerations: Insurance & Long-Term Care
Important Planning Considerations: Insurance & Long-Term Care
Your retirement plan isn’t complete until you’ve looked into getting the insurance you need, including life insurance, disability insurance and a plan…
November 19, 2021
Qualified Opportunity Zone Investing 101
Qualified Opportunity Zone Investing 101
This type of real estate investing offers significant tax breaks on capital gains for the right investors. Could that be you? Check out this case stud…
November 18, 2021
No Need to Panic: Social Security Is NOT Running Out
No Need to Panic: Social Security Is NOT Running Out
Yes, Social Security is undergoing some changes, including a possible reduction in benefits in the not-too-distant future – but the checks won’t stop …
November 18, 2021