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Estate Planning? 3 Ways to Know If Your Financial Adviser ‘Gets It’
If they understand the value and mechanics of estate planning, they can offer you peace of mind and the support your loved ones will need when you’re gone.
2023 Investment Outlook’s Big Question Focuses on Recession
Fundamentals, earnings and diversification are key after a year that left us feeling like we have a bit of a hangover.
By Michael Aloi, CFP® • Published
3 Ways to Pay Less Taxes in 2023
Using brokerage accounts as collateral, investing in a Roth IRA and opening an HSA account are all ways to ease your tax burden and boost savings in the new year.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser • Published
Going to Court? What Do You Know About Your Judge?
Some research and key questions can tell you what to expect, but ethics standards try to ensure that judges, who are only human, remain impartial.
By H. Dennis Beaver, Esq. • Published
Your Money Mindset Forms by 7: And the Gift Keeps on Giving
How you perceive financial issues is passed down through your family’s generations and influences every money decision you make.
By Brent Weiss, CFP®, ChFC® • Published
What Will Charitable Giving Look Like in 2023?
Major giving trends are likely to be increased asset giving when equity markets recover, growing trust-based philanthropy, an acceleration in legacy giving and more.
By Stephen Kump • Published
Don’t Let Sequence of Returns Risk Cook Your Goose
Adjusting your portfolio to minimize the sequence of returns risk could help your money last well into retirement and beyond.
By Ted Thatcher, Investment Adviser • Published
10 Strategies for Managing Financial Risk in Market Downturns
Now is a great time to reassess both the risk within your portfolio and your ability to deal with it. Managing financial risk can increase your odds of success.
By Jonathan I. Shenkman, AIF® • Published
Common Financial Weaknesses and How to Overcome Them
Everyone has them, but identifying your financial weaknesses and taking steps to address them can mean a much more secure future and retirement.
By Andrew Rosen, CFP®, CEP • Published
Long-Term Investments Require a New Approach
Market volatility means your long-term investing strategies need an update. If you don’t adjust to protect your portfolio, you could find yourself looking at some unnecessary market losses.
By Bradley Rosen • Published