Wealth-creation
Latest
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How One Caregiver Is Navigating a Loved One's Dementia
She's spent many hours doing research and speaking with other caregivers to find her way to resources designed to help caregivers.
By Marguerita M. Cheng, CFP® & RICP® Published
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How Trusts Can Be Used to Protect LLCs From Creditors
Combining limited liability companies with domestic asset protection trusts can achieve maximum asset protection.
By Rustin Diehl, JD, LLM Published
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Financial Planning Tips for Business Owners Raising Kids
BORKs face specific challenges that other business owners don't, so they need a different approach to their financial plans to ensure their family is protected.
By Eric Kleinstein Published
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How to Plan for Retirement When Only One Spouse Works
When you're married but only one spouse works, leaving retirement planning to the working partner puts financial security at risk. A joint effort is vital.
By MaryJane LeCroy, CFP® Published
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Can a Judge Tell a Father to Avoid Risky Triathlons for His Sons?
Mom wants Dad to quit participating in triathlons, which are known to have a higher risk of sudden cardiac death, but would a family law judge force him to stop?
By H. Dennis Beaver, Esq. Published
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Should You Trust Robo-Advisers With Your Retirement?
Why use a financial adviser when you can get retirement planning tools online? The simple answer: Tech can't yet replace nuanced advice from a professional.
By Scott Noble, CPA/PFS Published
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Unpaid Caregivers Soon May Get Help to Save for Retirement
Two proposed bills aim to open new doors to caregivers for contributing to Roth IRAs and making catch-up retirement contributions.
By Dr. Lamell McMorris Published
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Time for Some Fall Financial Maintenance: Here's a Checklist
As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores.
By Adam Frank Published
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Want Your Kids to Inherit? You Need an Asset Protection Plan
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
By Tracy Craig, Fellow, ACTEC, AEP® Published