wealth management

Estate Planning for Pets: How to Protect Your Furry Friends
estate planning

Estate Planning for Pets: How to Protect Your Furry Friends

Where would your pets go if something happened to you? Who would take care of them, and how would their costs be covered? A pet trust could be the ans…
October 25, 2021
Charitable Givers Dodge Draconian Parts of the Biden Tax Plan (So Far)
tax planning

Charitable Givers Dodge Draconian Parts of the Biden Tax Plan (So Far)

Still, here’s what you need to know about charitable giving, as well as potential changes to capital gains tax rates and estate taxes, under several p…
October 24, 2021
High Earners and Successful Savers: What Is Your Tax Plan for the Future?
tax planning

High Earners and Successful Savers: What Is Your Tax Plan for the Future?

We’re experiencing historically low tax rates right now, so what can you do to plan ahead? In the near future, tax planning could become the most impo…
October 24, 2021
Thoughts Before Funding a 529 College Savings Plan
college

Thoughts Before Funding a 529 College Savings Plan

Watching your college savings grow tax-free with a 529 college savings plan feels great, but failing to follow the rules could come with penalties and…
October 23, 2021
Even If You Already Have Medicare, Don’t You Dare Skip Open Enrollment
Medicare

Even If You Already Have Medicare, Don’t You Dare Skip Open Enrollment

It’s the perfect time to think about what’s changed in your life and with your health care plan. After looking at these four issues, you might find th…
October 22, 2021

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You’ve Just Sold Your Business for Millions. Now What?
small business

You’ve Just Sold Your Business for Millions. Now What?

Financial and life decisions often become more complex – not less – after selling. Here are ways to maximize your profits from the sale while enjoying…
October 21, 2021
Gen X: How to Make Sure Your Future Self Remains Funded
personal finance

Gen X: How to Make Sure Your Future Self Remains Funded

If you’re a Gen Xer, like me, now might be the right time to talk to a financial professional to learn more about how to adjust your retirement planni…
October 20, 2021
Retiring in Uncertain Times? Try the Bucket Strategy!
Budgeting

Retiring in Uncertain Times? Try the Bucket Strategy!

For retirement savers who want to help make sure their money lasts as long as they do, this very basic planning method is an oldie but a goodie.
October 19, 2021
Want to Save on Taxes? Consider a Divorce!
Divorce

Want to Save on Taxes? Consider a Divorce!

Oh, the irony: President Biden’s American Families Plan could make divorce more appealing for some high-earning married couples. The tax plan amplifie…
October 18, 2021
Robo-Advisers: Weighing the Worth of Automated Advice
investing

Robo-Advisers: Weighing the Worth of Automated Advice

Some people do just fine with bare-bones advice that’s essentially generated by an algorithm. Until your financial life gets more complicated, you mig…
October 17, 2021
When A ‘Lifequake’ Hits: What to Do When Your Whole World Breaks Open
personal finance

When A ‘Lifequake’ Hits: What to Do When Your Whole World Breaks Open

If life has thrown you for a financial loop, how do you pick up the pieces? One at a time. Start small and you’ll be amazed how you can bounce back fr…
October 16, 2021
6 Things You Can Do Right Now to Ensure Your Money Will Last in Retirement
retirement planning

6 Things You Can Do Right Now to Ensure Your Money Will Last in Retirement

Your retirement plan needs to take a holistic approach. Because there are so many decisions to make, it’s easy to get lost in the weeds. Follow these …
October 15, 2021
7 Things You Can Do Now to Prepare for Medicare’s Annual Enrollment Period
Medicare

7 Things You Can Do Now to Prepare for Medicare’s Annual Enrollment Period

It’s that time of year again: Time to see if there’s a Medicare option that better fits your needs – and your budget. Don’t delay. Here’s where to sta…
October 14, 2021
Yogi Berra Quotes Investors Can Live By
investing

Yogi Berra Quotes Investors Can Live By

Baseball legend Yogi Berra was wise, in his own muddled way, about more than just sports. His words hold truth in life – and in investing. Here are th…
October 13, 2021
Ditch Your Dying Career for a Dirty Job Instead
careers

Ditch Your Dying Career for a Dirty Job Instead

How secure is your job in a world of artificial intelligence? Technology is putting many careers on the endangered list, but some jobs just can’t be d…
October 12, 2021
Should Your 401(k) Be ‘Custom Made’?
401(k)s

Should Your 401(k) Be ‘Custom Made’?

Many retirement plans offer participants the opportunity to get tailor-made investment advice for an additional fee. And like many bespoke products, t…
October 11, 2021
Even the Experts Can’t Figure Out How to Plan for Retirement Income
retirement planning

Even the Experts Can’t Figure Out How to Plan for Retirement Income

Why? The old asset allocation model of retirement planning focuses on the wrong part of the equation. Instead, Income Allocation offers a better road …
October 10, 2021
Too Busy to Study Your Company's Health Insurance Options? Do These 4 Things
health insurance

Too Busy to Study Your Company's Health Insurance Options? Do These 4 Things

Yes, it's a tedious task. But one hour of your time could be worth thousands of dollars. A former firefighter and paramedic turned financial planner s…
October 9, 2021
Complaints that Get Results (and Replies that Win You Customers)
personal finance

Complaints that Get Results (and Replies that Win You Customers)

Not happy? A couple of simple steps will help get your complaint noticed. And if you’re on the receiving end of a complaint, how you craft your respon…
October 8, 2021
The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail
stocks

The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail

Time after time it bounces back in the face of all sorts of disasters. Here’s why the stock market has proven to be so resilient, and how investors sh…
October 7, 2021
18 States With Scary Death Taxes
inheritance

18 States With Scary Death Taxes

Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
October 6, 2021
4 Big Retirement Blunders (and How to Avoid Them)
retirement

4 Big Retirement Blunders (and How to Avoid Them)

It’s too bad, but financial advisers see these four mistakes all the time. Don’t fall into the same traps.
October 6, 2021
Ever Dream of Having a Building Named After Yourself?
Charity

Ever Dream of Having a Building Named After Yourself?

Gifting through a private foundation can offer naming rights advantages, generally without the worry of breaking the strict self-dealing rules set by …
October 5, 2021
33 States with No Estate Taxes or Inheritance Taxes
retirement

33 States with No Estate Taxes or Inheritance Taxes

Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
October 4, 2021
Acting Entitled on the Job – and in Life – Is a Ticket to Nowhere
careers

Acting Entitled on the Job – and in Life – Is a Ticket to Nowhere

Spoiled kids grow into entitled adults, and that can be a big problem for them in their careers and personal lives.
October 4, 2021