Four Tips for Discussing Your Estate Plans at the Holidays
Family gatherings are the perfect time to talk with family members about representing you in your estate plan and to let them know what the expectations would be.
What to Do if Your Employer Stops Its 401(k) Match
If other companies follow in IBM’s footsteps, employees will need to make some adjustments in their retirement savings.
By Mike Palmer, CFP Published
How Do Non-Compete Clauses Work? Are They on the Way Out?
Even low-skilled workers are subjected to non-compete clauses, but that could change as lawmakers take them on for restricting mobility and keeping wages low.
By H. Dennis Beaver, Esq. Published
What Is the F Reorganization, and Why Is It So Popular?
This year has seen an uptick in F reorganizations. Let’s explore the advantages and disadvantages for buyers and sellers.
By John M. Goralka Published
How to Talk About Your Financial Plan While Passing the Pie
Thanksgiving could be a good time to begin making your retirement and estate plans clear to your family. Here’s some advice on getting the conversation started.
By Michael J. Faust, CFA Published
Seven Financial Planning Strategies for Physicians
Doctors have added financial planning challenges, such as the necessity of malpractice insurance. Here are seven issues to stay on top of.
By Nick Guida, Investment Adviser Representative Published
Seven Year-End Financial Tasks to Check Off Your To-Do List
The end of the year is already chockfull of important things to do, but don’t let these seven fall through the cracks. You’ll thank yourself in 2024.
By Stacy Francis, CFP®, CDFA®, CES™ Published
Is Maintaining Holiday Traditions Stressing You Out?
A financial adviser who’s been there, done that offers some tips on how to manage expectations, start new traditions and monitor holiday expenditures.
By Kelly Gallimore, ChFC®, CES® Published
To Protect Your Kids, Consider These Estate Planning Steps
To make sure your children are taken care of if something happens to you, it’s important to appoint a guardian, establish a trust and ensure there’ll be financial support.
By Allen J. Falke, CPA, Esq., LL.M. Published
Three Keys to Keeping More of Your Money in Retirement
How well you do your tax planning will determine how much of your retirement income you get to keep and how much goes to Uncle Sam.
By Evan T. Beach, CFP®, AWMA® Published