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How to Avoid Getting Sued After Leaving Your Job
An attorney outlines four things you should NOT do if you’re considering leaving your current employer and setting up your own shop.
How to Use the Legal Cloak of Invisibility to Protect Your Assets
In an increasingly public world where very little info is private, you can protect yourself by employing an anonymous trust or anonymous LLC.
By John M. Goralka • Last updated
What Happens to Debt in Divorce?
If you can’t pay it off before all is said and done, there are key steps you can take to ensure that everything gets handled fairly.
By Sara Stanich, CFP®, CDFA®, CEPA • Published
How Business Owners Should Invest Differently
Often, business owners get too comfortable with their unique and more concentrated risks, but they especially need a diversified portfolio that can temper vulnerabilities.
By Justin Goodbread, CFP®, CEPA, CVGA • Published
When You Die, What Happens to Your Bitcoin?
Without your private key, your heirs are locked out of your digital wallet. Being prepared, though, ensures they can gain access to your assets when the time comes.
By Stacy Francis, CFP®, CDFA®, CES™ • Published
4 Potential ‘Silver Linings’ for Seniors in 2023
Struggling seniors have had a lot to worry about in 2022. There’s some good news for 2023, though, that may make life a little easier, such as a Social Security raise.
By David Jaeger, CFP® • Last updated
Is Now a Good Time to Buy a House?
As interest rates rise and the housing market cools, you may be asking yourself whether you’re ready. Here are four key questions to help you decide.
By Julia Pham, CFP®, AIF®, CDFA® • Last updated
3 Reasons Delaware Statutory Trusts Are Here to Stay
Changing demographics, effects of the pandemic and economics will likely ensure the longevity of 1031 exchanges and DSTs.
By Dwight Kay • Published
College 529 Savings Plans: What You Need to Know
529 Plans Do you know how much you’re able to contribute or what the funds could be used to pay for? Check out the nitty-gritty details of this formidable college savings tool.
By Michael Aloi, CFP® • Published
College 529 Savings Plans: How to Get the Most Out of Them
Go to the head of the class with one adviser’s tips, such as how to choose the plan that works best for you and when to get started.
By Michael Aloi, CFP® • Last updated