1100 13th Street, NW, Suite 1000Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Ark Royal Wealth Management
Mike Palmer has over 25 years of experience in the trust and financial services field, including senior management positions at Central Carolina Bank, First Union National Bank and Trust Company of the South. Mr. Palmer is a graduate of the University of North Carolina at Chapel Hill and is a CERTIFIED FINANCIAL PLANNER™ professional.
Mr. Palmer is an active member in several professional organizations, including the National Association of Personal Financial Advisors (NAPFA). He served on TIAA-CREF's Board of Financial Advisors in 2006-07 and was a founding member of the Dimensional Fund Advisors National Study Group (DFA NSG), composed of 10 financial advisers from several of the leading independent Registered Investment Advisory firms across the country.
Who knew so many things could go wrong? Well, they can. Here are some of the main mistakes to avoid and the best practices to follow instead.
See More From: Building Wealth
Boiling down financial advisers to a “best of” list sounds like it might be helpful, but the reality often falls short for retirement savers looking for the right help.
How does it work? Should you go for it, or should you pass? Before you jump on this executive perk, dig a little deeper to understand the risks and rewards involved.
Investors shouldn't be obsessed with their portfolio's performance, but an annual evaluation is key to keeping you on track.
Starting in 2018, the tax deduction that giving to charity provides may be no longer be available to many people. That is, unless they change the way they give. Here are three strategies to help keep the deduction many count on.
That's what it could feel like for some folks, and it could stop them from seeking retirement help. Financial advisers need to put themselves in their clients' shoes to appreciate the other side of the process.
Some of the money your child earned over the summer could grow tax-free into a nice nest egg in a Roth IRA. Here are some tips to get them started and ideas to offer incentives.
Navigating the world of car expenses can be confusing, but some extra legwork can really pay off.