wealth management

5 Ways to Make Sane Investments When Everyone Else Is Crazy
investing

5 Ways to Make Sane Investments When Everyone Else Is Crazy

When grandmas and Uber drivers are boasting about profiting on Bitcoin and SPACs, don’t get sucked in to the hype. Here’s how to make sure your invest…
May 7, 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.
May 6, 2021
5 Mind-Altering Wealth Strategies for Successful Business Owners
entrepreneurship

5 Mind-Altering Wealth Strategies for Successful Business Owners

Your company is a tool for building wealth. Learn how to develop your mindset to catapult you to the next level of financial success just by changing …
May 6, 2021
Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?
retirement

Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?

In our experience, many have saved enough money to retire comfortably. Yet too many worry about their money running out and want more. Maybe it’s tim…
May 6, 2021
Bill and Melinda Gates End Their Marriage, But Their Inspiration Lives on
Divorce

Bill and Melinda Gates End Their Marriage, But Their Inspiration Lives on

Their shared commitment to giving inspired others — including me — to give big, too. I formed the non-profit Savvy Ladies to help women take financia…
May 5, 2021

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From Bitcoin to GameStop to SPACs: 8 Tips for Mania Investing
investing

From Bitcoin to GameStop to SPACs: 8 Tips for Mania Investing

It’s true, there is money to be made (or lost!) in crazy stock trends, and it can be exciting. So, sometimes it’s OK to jump on the bandwagon … as lon…
May 5, 2021
Taxes, Taxes and More Taxes
tax planning

Taxes, Taxes and More Taxes

In light of the recent proposals by President Biden and Sens. Bernie Sanders and Chris Van Hollen, here’s what could be coming and some ideas on how t…
May 4, 2021
Why Today’s Retirees Need to Pursue Tax-Minimization Strategies
tax planning

Why Today’s Retirees Need to Pursue Tax-Minimization Strategies

IRAs are the name of the game for today’s retirees. While they come with helpful tax breaks for savers, pulling money out in retirement comes with maj…
May 4, 2021
What Is a 1031 Tax Deferred Exchange?
real estate investing

What Is a 1031 Tax Deferred Exchange?

If you have real estate investments, you’ve probably heard of the term, but you may not have a full understanding of what this valuable tax-deferral m…
May 4, 2021
How NFL Draftees Can Avoid Going Broke
personal finance

How NFL Draftees Can Avoid Going Broke

It’s an all-too-common fate for many — but it’s avoidable with a little planning, according to a financial planner specializing in helping professiona…
May 3, 2021
4 Potential Problems with Equity Compensation, and How to Solve Them
personal finance

4 Potential Problems with Equity Compensation, and How to Solve Them

Anyone who receives stock options, restricted stock units or other forms of equity compensation needs to understand how they work and how they are tax…
May 3, 2021
The Consequences of Gray Divorce
Divorce

The Consequences of Gray Divorce

Divorce has financial consequences for everyone, no matter what your age. But for those 50 and up, there are some special circumstances that make divo…
May 2, 2021
10 Ways to Fail Miserably at Office Politics
careers

10 Ways to Fail Miserably at Office Politics

Successfully navigating the workplace takes social skills as well as job smarts. To get ahead, make sure you avoid these 10 office politics blunders.
May 2, 2021
How Might Archegos’ $10 Billion in Losses Affect Your Retirement?
retirement

How Might Archegos’ $10 Billion in Losses Affect Your Retirement?

Could derivatives cause the next financial crisis like they did in 2008? I’m seeing some very troubling signs.
May 1, 2021
What Happens to Your Digital Assets When You Die?
estate planning

What Happens to Your Digital Assets When You Die?

Those special photos, memorable emails and your stash of cryptocurrency could be forever lost if you don’t have a plan for how to transfer them to you…
May 1, 2021
The Disturbing Conflicts of Interest in Target Date Funds
mutual funds

The Disturbing Conflicts of Interest in Target Date Funds

Are you one of the 40 million folks who has a target date fund in your 401(k)? It could be costing you 21% in returns over the course of your career, …
April 30, 2021
‘Zombie’ Mortgages Come Back to Haunt Property Owners after Great Recession
mortgages

‘Zombie’ Mortgages Come Back to Haunt Property Owners after Great Recession

A letter from a law firm arrives out of the blue, warning that you could lose your house over a mortgage you thought was long dead. It’s happening all…
April 30, 2021
How Does the Average Investor Invest Rationally in an Irrational World?
investing

How Does the Average Investor Invest Rationally in an Irrational World?

My own children’s experiences and all that’s happened with Bitcoin and GameStop recently got me thinking: Investors need to keep their greed in check …
April 29, 2021
Now Is the Time to Protect Your Health Care Decision-Making Rights
estate planning

Now Is the Time to Protect Your Health Care Decision-Making Rights

Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter dur…
April 29, 2021
Is Your Financial Plan Ready for Higher Taxes?
tax planning

Is Your Financial Plan Ready for Higher Taxes?

The best plans anticipate what’s to come, and right now it’s looking more and more likely that the future could hold higher taxes, especially for the …
April 28, 2021
What ‘Non-Financial Assets’ Should Be Included in Your Estate Plan?
estate planning

What ‘Non-Financial Assets’ Should Be Included in Your Estate Plan?

When you organize your will, trust and legal documents, don’t forget about your memories, values, traditions, philanthropic vision, key skills and bel…
April 28, 2021
3 Money ‘Musts’ for Every One of Us, Inspired by Financial Literacy Month
personal finance

3 Money ‘Musts’ for Every One of Us, Inspired by Financial Literacy Month

Now more than ever, those preparing for retirement need to understand their finances and the impact their decisions have on their financial future. He…
April 27, 2021
7 Financial Education Tips Kids Won’t Learn in School
personal finance

7 Financial Education Tips Kids Won’t Learn in School

Preparing your child (or grandchild) for a lifetime of financial independence starts with these seven money and investment lessons.
April 27, 2021
The Charitable Advantage of Donor-Advised Funds
personal finance

The Charitable Advantage of Donor-Advised Funds

Donor-advised funds are a simple way for anyone to give back: You don’t have to be older or wealthy to take part and make a difference.
April 27, 2021
10 Things You Must Know About Becoming a Millionaire
wealth creation

10 Things You Must Know About Becoming a Millionaire

Think you are a millionaire in the making? Read on to see what it takes to be truly destined for wealth.
April 26, 2021