What Does the Delta Variant Mean for Your Investments?
Coronavirus and Your Money

What Does the Delta Variant Mean for Your Investments?

As the COVD-19 pandemic continues into its next phase, it’s natural to be a little nervous. But now is not the time for panic or knee-jerk reactions. …
August 23, 2021
Want to Pay 0% in Taxes? Here’s How
capital gains tax

Want to Pay 0% in Taxes? Here’s How

Investors and retirement savers have many tools at their disposal to whittle their incomes down to a point where capital gains are taxed at a 0% tax r…
August 23, 2021
The Long-Term Care Conundrum
long term care

The Long-Term Care Conundrum

The costs of long-term care are tough to bear, so what is the best way for you to go about planning for them? Answering these two questions is a good …
August 22, 2021
Do You Own a Business with a Parking Lot? Read This Now!
small business

Do You Own a Business with a Parking Lot? Read This Now!

You may be vulnerable to an ADA lawsuit without even knowing it. Here’s why and what to do about it.
August 21, 2021
8 Ways to Insulate Yourself from Inflation
personal finance

8 Ways to Insulate Yourself from Inflation

Rising prices are all over the news these days, and they may be with us a while. So, it could be time to take action to protect your investments and l…
August 20, 2021
Women Who Make More Than Their Husbands Should Watch Out
Divorce

Women Who Make More Than Their Husbands Should Watch Out

Their husbands are more likely to cheat, and they are much more likely to face divorce. Two divorce experts weigh in on why and what to do about it.
August 18, 2021
Be Honest with Yourself About What You Want Out of Retirement
retirement

Be Honest with Yourself About What You Want Out of Retirement

This is something you need to know before you make your retirement plan. Answering these three questions will help you get down to the basics of what …
August 18, 2021
Worried About Higher Taxes in Retirement? Strategize Now.
Tax Breaks

Worried About Higher Taxes in Retirement? Strategize Now.

With the Tax Cuts and Jobs Act expiring after 2025, it’s a good time to be proactive about taxes. Here are some smart ideas to consider to put a lid o…
August 17, 2021
The Curious Case of COVID-19, a Dead Husband and Attorney-Client Privilege
personal finance

The Curious Case of COVID-19, a Dead Husband and Attorney-Client Privilege

A reader racked with guilt calls in for advice after her husband dies of COVID … but first she wants to make sure what’s she’s about to say is confide…
August 17, 2021
How to Prepare for Early Retirement
retirement planning

How to Prepare for Early Retirement

COVID-19 has forced us to look closely at many areas of our life, including our plan for retirement. As this pandemic continues with new variants of t…
August 15, 2021
Strategies to Deal with Potential Capital Gains Tax Increases
tax planning

Strategies to Deal with Potential Capital Gains Tax Increases

Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.
August 15, 2021
Will You Run Out of Money in Retirement? The Right Income Plan Can Help
Making Your Money Last

Will You Run Out of Money in Retirement? The Right Income Plan Can Help

You may have heard of the 4% Rule, used to determine how much you can safely pull from your portfolio to fund your retirement. But here are three othe…
August 15, 2021
Social Security ... What I Like About It (and What I Don’t)
social security

Social Security ... What I Like About It (and What I Don’t)

A financial adviser shares some pros and cons about Social Security, the linchpin for most people’s retirement plans. Do you agree, and what does it m…
August 14, 2021
An Exit Strategy from Your Working Years Can Lead to a More Secure Retirement
retirement planning

An Exit Strategy from Your Working Years Can Lead to a More Secure Retirement

Once you get the basics of a retirement plan nailed down, you may discover you can retire earlier than you thought.
August 14, 2021
3 Ways You’re Just Plain Wrong about SSDI Benefits
social security

3 Ways You’re Just Plain Wrong about SSDI Benefits

It’s time to stomp out the stigmas surrounding Social Security Disability Insurance. Let’s start with these three myths that too many people believe.
August 13, 2021
Give Yourself a Pay Raise in Retirement
retirement planning

Give Yourself a Pay Raise in Retirement

The right income plan can boost your income in retirement while limiting your risk.
August 13, 2021
Your Retirement: What’s Luck Got to Do with It?
Making Your Money Last

Your Retirement: What’s Luck Got to Do with It?

Running out of money is any retiree’s biggest fear. If you don’t want your retirement security to come down to dumb luck, you need to protect yourself…
August 12, 2021
How Millennials Are Changing the Life Insurance Game
life insurance

How Millennials Are Changing the Life Insurance Game

More than any other age group, millennials are feeling the need for life insurance due to COVID-19, and the way they’re shopping for it is a little di…
August 11, 2021
6 Life-Changing Lessons from 2 Retirees Who Are Changing Lives
happy retirement

6 Life-Changing Lessons from 2 Retirees Who Are Changing Lives

Retirement is the perfect time to redefine yourself, find a new sense of purpose and channel your passion in a meaningful way. What could that look li…
August 11, 2021
Can Bitcoin Be a Prudent Investment for Trusts?
investing

Can Bitcoin Be a Prudent Investment for Trusts?

There has been increased interest from individual investors in Bitcoin and other cryptocurrencies. What about fiduciaries? Can trustees consider inves…
August 10, 2021
3 Great Reasons to Try After-Tax 401(k) Contributions
401(k)s

3 Great Reasons to Try After-Tax 401(k) Contributions

They won’t save you money on your taxes this year, like the more well-known (and popular) pretax 401(k) contributions do, but three types of people co…
August 9, 2021
Fill Your Retirement Income Gaps – and Then Some
retirement planning

Fill Your Retirement Income Gaps – and Then Some

When drawing up your retirement income plan, you need to be prepared to cover these three different income gaps. If you don’t, you’d better be ready t…
August 9, 2021
9 Life Events that Require You to Revise Your Budget
Budgeting

9 Life Events that Require You to Revise Your Budget

Your life is always changing. Is your budget keeping up with the times?
August 9, 2021
7 Financial Don’ts for Every Millennial
Financial Planning

7 Financial Don’ts for Every Millennial

Here are the seven things that millennials should absolutely stop doing to get their financial plans on track.
August 8, 2021
The Right Retirement Plan: Do I Choose a Traditional or Roth 401(k)?
401(k)s

The Right Retirement Plan: Do I Choose a Traditional or Roth 401(k)?

If your workplace offers a Roth 401(k) retirement savings plan in addition to a traditional 401(k), picking between them comes down to taxes.
August 7, 2021
How Does a Spendthrift Trust Differ from an Asset Protection Trust?
estate planning

How Does a Spendthrift Trust Differ from an Asset Protection Trust?

Spendthrift trusts include similar protections to an asset protection trust and are more widely respected in other states, but they also come with the…
August 6, 2021