wealth management
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Do You Realize the Power of HSAs? Probably Not!
Do You Realize the Power of HSAs? Probably Not!
Health savings accounts have tax-zapping superpowers. Check out these top 10 tips to help maximize the benefits of your own HSA.
May 27, 2022
4 Keys to Planning Your Hard-Earned Retirement Income Distributions
4 Keys to Planning Your Hard-Earned Retirement Income Distributions
The fear of running out of money in retirement is understandable. When you have a well-thought-out retirement income plan, you can quit worrying.
May 27, 2022
Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind.
Don’t Want to Leave Money to Your Kids? You’ll Probably Change Your Mind.
How much is too much to leave your children? You may be surprised.
May 26, 2022
You May Be Worrying About the Economy Too Much
You May Be Worrying About the Economy Too Much
Buck up. Yes, we are facing some crises right now, but once you put things into perspective, you’ll see things may not be as bleak as you fear.
May 25, 2022
Is Securities-Based Lending a Good Idea?
Is Securities-Based Lending a Good Idea?
Securities-based lending may be a quick way to lay your hands on some cash, but you should be aware of the potential for risk.
May 25, 2022
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This Couple Tackles Love and Money as a Team
This Couple Tackles Love and Money as a Team
Fyooz Financial, the husband and wife team of Dan and Natalie Slagle, have carved out a niche advising other couples with the money questions that com…
May 24, 2022
How to Find the Perfect Balance Between Spending and Saving
How to Find the Perfect Balance Between Spending and Saving
It's the key to being able to enjoy life now AND in the future. It's also the basis for a successful retirement plan, and it all starts with setting y…
May 24, 2022
Education is Key: 3 Financial Lessons for Retirees Nearing Retirement
Education is Key: 3 Financial Lessons for Retirees Nearing Retirement
When it comes to retirement planning, educating yourself can keep you from making big mistakes. Here are three key lessons that everyone preparing for…
May 24, 2022
Got Cryptocurrency or NFTs? They Need to Be in Your Estate Plan
Got Cryptocurrency or NFTs? They Need to Be in Your Estate Plan
Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.
May 23, 2022
Retirement Income Shouldn’t Depend on the Market; It Should Depend on Math
Retirement Income Shouldn’t Depend on the Market; It Should Depend on Math
The math isn’t as tough as you might think. It all starts with dividing your assets into three different buckets.
May 23, 2022
What’s a DST? The Lowdown for Real Estate Investors
What’s a DST? The Lowdown for Real Estate Investors
Delaware Statutory Trusts can potentially solve a lot of problems for real estate investors and those considering a 1031 exchange in this hot market. …
May 22, 2022
Don’t Move to Another State Just to Reduce Your Taxes
Don’t Move to Another State Just to Reduce Your Taxes
If you’re retired or near retirement, maybe a smarter plan for retirement income will allow you to stay put. Yes, your state income tax rate may be hi…
May 21, 2022
COVID’s Financial Toll Isn’t What You Think
COVID’s Financial Toll Isn’t What You Think
From a grandma’s retirement in ruins to a troubled teen inheriting too soon, COVID’s effects will last for generations. While nothing can prepare you …
May 21, 2022
Medical Professionals: It’s Not Too Late to Save on Your Taxes
Medical Professionals: It’s Not Too Late to Save on Your Taxes
If your income rebounded in 2021, consider these four investment and tax-saving moves now. While most of these strategies apply to 2022 and beyond, on…
May 20, 2022
Travel Warning: Inkeepers Laws Can Cost You – Just Ask This Marriott Guest
Travel Warning: Inkeepers Laws Can Cost You – Just Ask This Marriott Guest
When almost $9,000 in luggage vanished, you’d think the world’s biggest hotel chain would reimburse its guest. You would be wrong.
May 20, 2022
What Older Adults Should Know about Getting Divorced and (Maybe) Remarried
What Older Adults Should Know about Getting Divorced and (Maybe) Remarried
Gray divorce is on the rise, and couples parting ways at this stage of life should know there are important financial and estate planning issues to co…
May 19, 2022
An Impact Investing Guide for Private Foundations
An Impact Investing Guide for Private Foundations
Putting assets in service of mission can take many forms. Here are four distinct approaches to consider in your efforts to foster positive change in o…
May 19, 2022
Hockey Star’s Viral Twitter Rant Targets Wealth Management
Hockey Star’s Viral Twitter Rant Targets Wealth Management
NHL great Chris Pronger took to Twitter recently to critique athletes’ spending and investing, warn of predatory financial advisers and offer smart mo…
May 18, 2022
Are You Maximizing Your Tax-Exempt Bucket?
Are You Maximizing Your Tax-Exempt Bucket?
Remember the child’s game hide-and- seek? As adults, most of us are still playing it. The difference is this time it’s with the IRS.
May 17, 2022
Should You Consider a Roth Conversion While the Market is Down?
Should You Consider a Roth Conversion While the Market is Down?
Investors who are hurting right now as the stock market takes a hit may want to console themselves with a possible tax bargain created by a Roth conve…
May 16, 2022
Thinking about Rolling Your 401(k) into an IRA? 7 Deciding Factors to Consider
Thinking about Rolling Your 401(k) into an IRA? 7 Deciding Factors to Consider
When you’re weighing a possible rollover from your company retirement account into an IRA, there are several things to think about first.
May 16, 2022
2 Strategies to Reduce Taxes from the Sale of Your Business
2 Strategies to Reduce Taxes from the Sale of Your Business
Long before you sell your business is the right time to explore ways to protect your proceeds from harsh taxation. Two possible strategies: the Qualif…
May 15, 2022
4 Tax-Smart Ways to Share the Wealth with Kids
4 Tax-Smart Ways to Share the Wealth with Kids
Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and tru…
May 15, 2022
The Key to Employee Retention? Compassion!
The Key to Employee Retention? Compassion!
If companies want to hold on to their best employees, they have a powerful (and free) tool at their disposal. They need to connect with empathy but le…
May 14, 2022
How Psychology Affects Your Search for a Financial Adviser
How Psychology Affects Your Search for a Financial Adviser
Your emotional relationship with your financial planner plays a big role in how successful your collaboration will be, so picking a person you click w…
May 14, 2022
Should Retirees Stay Invested and Ride Out These Volatile Times?
Should Retirees Stay Invested and Ride Out These Volatile Times?
If the markets’ ups and downs have you feeling sick, it’s time to take stock of your whole financial picture. Here are five pieces of that puzzle to h…
May 13, 2022