What the National Debt Ceiling Extension Means for Your Family
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
Checklist: 5 Financial Decisions to Consider Before December 31
4 Year-End Tax-Saving Strategies For 2022
Trusts & Taxes: What You Need To Know
President Biden’s Student Debt Relief Plan Explained With FAQs
Saving For Your Child’s College Education—Part 2
Saving For Your Child’s College Education—Part 1
Key Milestones For Planning Your Retirement
Does Your Family Need Umbrella Insurance?
Family Financial Planning
Avoid This Major Mistake When Adding an IRA to Your Estate Plan
Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need to list the same person again as beneficiary in their IRA paperwork. Because of this,…
Trustees Should Carefully Consider the Role’s Duties and Obligations—Part 1
If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they consider you among the most honest, reliable, and responsible people they know. However, being a…
Donate to a Charitable Remainder Trust For Tax and Income Benefits
If you have highly appreciated assets like stock and real estate you want to sell, it may make sense to use a charitable remainder trust (CRT) to avoid income and estate taxes—all while creating a lifetime income stream for yourself…
Safeguard Your Cryptocurrency Assets With Estate Planning
One of the biggest appeals of cryptocurrency, like Bitcoin, is that it is decentralized, unregulated, and anonymous. There are no financial institutions controlling it, and unless you tell someone you own digital currency, it remains a secret. When it comes…
How and When to Talk to Your Children About Money
Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether they’re little kids, tweens, teens, or already adults. The Wall Street Journal article “The Best Way for…
How Will the New Tax Law Affect Your Family?
President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the federal tax code. However, the vast majority of the most dramatic changes…
Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)
If you’re middle aged or older, it’s likely that one of your most pressing concerns is not having enough money for retirement. And there’s good reason. According to the National Institute on Retirement Security, a full third of Americans between…
4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 2
Last week, we shared the first part of our series on cryptocurrency risks and scams, and if you haven’t read it yet, you can do so here. In part two, we discuss two more common traps to be wary of…
4 Cryptocurrency Risks and Scams and How to Navigate Them — Part 1
It’s no secret that Bitcoin and other brands of cryptocurrency are one of the hottest new investment opportunities. And if you’re not already invested, you may be considering how to get in, what exactly is the best way to get…
New Bill is Potential Game Changer for Your Family’s Tax Strategy
UPDATE: The new tax bill has been signed into law, so for information on the bill’s final provisions and how they might affect you, refer to the article posted on 2/9/18. If you follow the mainstream or social media news,…
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