Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many … [Read more...]
Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It
In our last piece, we covered the recent uptick in inflation, and what to make of it in a historical context. For investors, it’s important to take a step back and look at the big picture before … [Read more...]
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do … [Read more...]
Is Converting Your Traditional IRA or 401(k) to a Roth IRA Right for You?
A Roth IRA conversion refers to moving part or all of a traditional IRA or 401(k) to a Roth IRA. It may also be possible to convert a traditional 401(k) to a Roth 401(k), depending on plan design. At … [Read more...]
Estate Planning Tool: What to Consider Before Updating Your Estate Plan
Estate planning can be a little like going to the dentist. You never stop — it's more like hygiene than a project that gets completed. Both are important, but neither are particularly fun. If any of … [Read more...]
The Insights of Parenting: Your Wealth in Uncertain Markets
In the face COVID-19, political drama at home and abroad, and social unrest, it’s certainly been a summer for trying our poise, hasn’t it? For individuals who have ever been a parent or a child — that … [Read more...]
Wealth Management During Coronavirus: 8 Best and Worst Strategies
The utility of living consists not in the length of days, but in the use of time.— Michel de Montaigne For better or worse, many of us have had more time than usual to engage in new or different … [Read more...]
How the CARES Act Impacts Retirement Accounts
The recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act is a $2 trillion response to COVID-19. The bill is an emergency stimulus package designed to reduce the devastating … [Read more...]
Why ‘Safe Harbors’ Can Be Risky Business
We see it often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbor” investments such as bonds, bond funds, CDs, money markets, or … [Read more...]