6 Steps to Plan for a Future Inheritance
Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be…
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Fee-Only and Fiduciary: What It Means for Your Financial Planning
The model in which financial advisors earn income could influence their recommendations, which may impact your return on investments, long-term objectives and portfolio performance.
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Maximizing Health Care Savings in Retirement With an HSA
Depending on your medical needs and those of your family, you may have enrolled in a high-deductible health plan that allows you to pay for medical expenses using a health savings account (HSA). Because contributions go into an HSA pre-tax, grow tax-deferred and are distributed tax-free when used for qualifying costs, this option has gained popularity over the last several years.
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CPA | Taxes | Wealth Advisor
Demystifying the Income Tax Reporting System
Once tax season is over, it’s not too uncommon for taxpayers to receive an inquiry letter for more information about…
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6 Key Financial Considerations for Unmarried Couples
As many committed couples are choosing to forgo marriage, it’s becoming more common for wealth advisors to receive questions on the financial planning implications. According to the most recent U.S. Census Bureau’s annual America’s Families and Living Arrangements study, the number of unmarried couples has grown from 4.1% in 2001 to 8% in 2021. Despite this increase,…
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CPA | Money | Planning | Wealth Advisor
The Financial and Emotional Impact of Sudden Wealth
Whether it’s from an inheritance, settlement, divorce, a major sale, initial public offering (IPO) of your business or winning the lottery, most people would agree coming into a large sum of money is a good problem to have.
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Levers and Landmines of Annuity Products
Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?
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Pre-Tax or Roth? Your 401(k) Options Explained
Your personal financial goals can help determine whether you want to pay taxes now or later on retirement contributions.
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Private Equity and the Fear of Missing Out
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.
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How to Assess the Top Five Risks in Retirement
Retirees face five key risks when planning their lifestyle after their working years, and more surprisingly, they often underestimate them
