wealth creation
Your Daughter Will Thank You for Teaching Her These 5 Financial Lessons
Your Daughter Will Thank You for Teaching Her These 5 Financial Lessons
On her first Mother’s Day as an expectant mom, a financial adviser shares five fantastic reasons to teach our daughters about finances, along with spe…
May 9, 2021
6 Things to Consider If You Are a Strong, Independent (and Single) Woman
6 Things to Consider If You Are a Strong, Independent (and Single) Woman
Lessons from my own 20s as a single woman for help getting ahead financially, staying ahead and living the life that you really want.
May 8, 2021
5 Ways to Make Sane Investments When Everyone Else Is Crazy
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
5 Mind-Altering Wealth Strategies for Successful Business Owners
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?
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
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Umbrella Insurance – Do I Need It?
Umbrella Insurance – Do I Need It?
You might think your home and auto insurance offer more than enough coverage, but if you’re wrong, one very bad day could wipe out your wealth. That’s…
May 5, 2021
From Bitcoin to GameStop to SPACs: 8 Tips for Mania 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
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
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?
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
3 Retirement Fairy Tales on Social Media: To Be Happy, Don’t Believe Them!
3 Retirement Fairy Tales on Social Media: To Be Happy, Don’t Believe Them!
The secret to a happy retirement can’t be found in the smiling fairy tale you see on Facebook. The fact is, while retirement has its joys, it also has…
May 4, 2021
How NFL Draftees Can Avoid Going Broke
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
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
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
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?
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?
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
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
‘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?
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
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?
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?
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
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
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