Latest
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Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you're covered on everything from taxes to health care expenses to what happens to your estate when you're gone.
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Gifting While You're Alive: Tax Benefits and Practical Tips
Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do.
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Should You Help Your Adult Children Buy a Home?
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.
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Three Charitable Giving Strategies for High-Net-Worth Individuals
If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes.
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The Wealth-Building Powers of Health Savings Accounts (HSAs)
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits.
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Seven Ways to Be an Absolute Jerk as a Lawyer
Here's what law students need to know about damaging their relationships with other lawyers and judges and running up the bill for clients.
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One Good Way to Withdraw Retirement Assets (and a Bad One)
Don't withdraw retirement assets haphazardly. Managing distributions intentionally can lower your taxes, conserve your wealth and reduce Medicare premiums.
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What Is Capital Gains Tax Deferral?
Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it.
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Don't Leave Your Heirs an IRA Tax Bomb
Your traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
