Nine of the Biggest Regrets I See as a Financial Planner
Check out this list of common regrets among older people and see if there’s something you can address in your own life while there’s still time.
Three Habits of My Most Successful Wealth Management Clients
Clients are more likely to meet their financial objectives if they’re totally honest, take action in a timely manner and are actively engaged.
By Adam Lampe Published
Three Mistakes to Avoid in Retirement Tax Planning
Having a good tax plan can help keep you on top of what you need to do to maximize your savings for your golden years.
By Tony Drake, CFP®, Investment Advisor Representative Published
Estate Planning for Your Aging Parents: A Delicate Balance
Protecting assets isn’t the only goal. Managing health care and taxes are also important, as is maintaining our parents’ dignity and security.
By Justin Stivers, Esq. Published
Stocks Could Remain Strong (Fingers Crossed) Throughout 2024
Reasons for optimism: The worst of inflation appears to be behind us, the Fed could start cutting rates, and it seems we’ll avoid a hard landing or recession.
By Tony Roth, Chief Investment Officer Published
Cut Your Wealth Transfer Taxes With a Family Limited Partnership
This estate planning tool facilitates tax-efficient wealth transfer, asset protection, legacy preservation and more.
By John M. Goralka Published
Financial Planning: The Best Defense Against Financial Fear
Worried about job loss, health crises and other issues? Proactive planning, especially with a financial adviser's help, can ease your anxiety about the future.
By Frank J. Legan Published
IRS Quietly Changed the Rules on Your Children’s Inheritance
Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key.
By Lindsay N. Graves, Esq. Last updated
Avert a Tax Surprise in Retirement: Get Ready With a Roth
Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.
By Andrew Drufke Published
A Challenging Retirement Plan Mission: Not Impossible
A reader makes a request that at first appears not achievable, but with some maneuvering of the retirement income plan building blocks, we find it can work.
By Jerry Golden, Investment Adviser Representative Published