Answering Your Kids Toughest Money Questions

Kids ask tough questions about money. It’s how they learn. As a parent, these are teachable moments that offer a chance to impart some financial wisdom to them.   Start by asking them questions for clarification. After all, “Why does a lawyer always answer a question with a question?” Answer: “Why shouldn’t a lawyer answer a […]

Riches to Rags: Poor Money Choices of 5 Celebs

An increase in assets doesn’t come with an increase in financial acumen. Financial Literacy Month is a great time for us all to expand our knowledge. It’s also a great time to raise awareness of the many scams, frauds, or predatory lending practices that affect too many families every year. Sometimes we analyze “best practices” […]

[Video] Considerations for Equities

Instilling Financial Values in Your Family

Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than $72 trillion of that will pass from older generations to their heirs, while nearly $12 trillion will be donated to charities.  This shift in multigenerational wealth represents a huge opportunity […]

What You Should Know About Advisor Fees

Financial advisors and planners help you manage your investments and work toward your financial goals, such as estate and retirement planning. In return for their expertise and guidance, some advisors will charge a flat fee, while others work on commission. Some may even do both. But how are those fees determined and who pays for […]

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[Video] Changes to Required Minimum Distributions

3 Small Moves that Make a Big Difference in Retirement

Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement goals.  Sometimes relatively small adjustments to your plan can make a huge impact on your ability to save, such as choosing to invest in low-cost […]

How Does the New RMD Rule Affect Retirees?

There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum distributions (RMDs) from your tax-deferred retirement accounts has increased from 72 to 73 years old. In 2033, it will increase again to age 75. This new rule was passed into law by Congress at the […]

[Video] Financial New Years Resolution