Quantify and Set Financial Goals
How investment multitaskers can prioritize competing financial objectives. Christine Benz May 27, 2021 Editor's note: This article originally ran on Jul. 7, 2019. It’s since been updated to reflect new…
Digital Assets Explained
Investing in digital assets extends well beyond cryptocurrencies, the trending asset Bitcoin and its largely irrelevant meme-coin competitors. Peter Hans | Jul 23, 2021 As an investable asset class, the instruments…
SEP-IRA vs. Solo 401(k): Which Is Better for Self-Employed Clients?
Written by Roger Wohlner for ThinkAdvisor.com July 20th, 2021 You know the importance of having a retirement plan in place for your self-employed clients. Two key plans to consider…
5 Reasons Wealth Transfers Fail
Estate and Giving Knowing these common legacy pitfalls can help your family avoid them. Family coach and author Roy Williams surveyed more than 3,000 families and found that over 90%…
Small-Business Owners Can Be Divided into 2 Camps – Which Are You?
The financial complexities of being a small-business owner are vast regardless of the “camp” they reside in. Juggling business needs with personal finances can make retirement planning a real challenge.…
How Employers With 51 -100 Employees Can Meet Their CalSavers Deadline
The CalSavers Program applies to employers that do not maintain a retirement plan. It automatically enrolls eligible employees in a state-managed system of Roth IRA accounts. June 30, 2021 is the…
10 Common Scams & How to Avoid Them
LIFESTYLE AND TECHNOLOGY Familiarize yourself with these common swindles, which often target retirees. As we age, we may become more susceptible to fraudsters who make a living preying on retirees.…
4 Priceless Money Lessons for Kids
FAMILY AND LIFESTYLE Financial literacy is a gift that lasts a lifetime. Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full…
How to Set & Invest Your Emergency Fund
Here's how to figure out how big your emergency fund should be and how you should invest it. The Wealth AdvisorContributor April 19, 2021 The following information was developed by…
Tax Strategies for Inherited IRAs & 401(k)s
The Wealth AdvisorContributor April 19, 2021 The following information was developed by Financial Planning, an independent third party. The opinions are of the listed author and are independent from and…