Business owners shouldn’t wait until they sell their business to find out how the price will affect the rest of their life. Start preparing at least 5 years from retirement.
Power funding a retirement plan through your law firm leads to options when you want to hang it all up. But it can also lead to a tax time-bomb.
A financial advisor can offer something online investment programs don’t—a relationship. But how do you pick the right financial planner?
Generation wealth doesn’t just have to mean the next generation. Thinking of your legacy in a 100-year time frame will change your strategic planning dramatically.
Spending 15 minutes at the beginning of the year reviewing your retirement plan contributions can help maximize your net worth.
Talking about money with our peers and loved ones can help us find partners on our financial journey.
Even minor car accidents can turn into a costly headache. A dash cam can help prove liability and provide peace of mind.
No matter what the blogs say, you probably aren’t going to become a millionaire by saving the money you would have spent on a coffee.
It used to be that people simply bought as much home they could afford. But times have changed, and the old approach has given way to a new one.
Getting married, having children, buying a home—in our 30s, we may want to give to charity but find we have little money or time left over.
When you’re concerned that you don’t have enough to retire, the income stream from an annuity sounds great. But really, annuities are often a poor investment choice.
Healthcare can be a financial burden. Use a health savings account (HSA) to help protect yourself against healthcare costs.
When I help people prepare their estate plans, I emphasize the gift of communication. I’ve been working in legacy planning for years, and I have come to believe that a lack of communication can create an entitlement mentality in the generations that succeed us.
The default setting for taking Social Security seems to be age 62—but not so fast! Take a look at these factors before you decide.
When markets start seesawing, you can help ride out the volatility by letting your reflective brain do the work.
When it comes to investing, we need control. Here’s how to maintain your poise, no matter what the financial reports say.
Our life milestones, such as retirement, are really destinations that we can navigate using financial markers.
Don’t wait until April to try to reduce your tax bill. Here are 4 tips to take advantage of year-end tax strategies.