Navigating the Complex Terrain of a High-Net-Worth Divorce
Five crucial financial planning considerations.
How Will You Pay for the Long-term Care You’re Likely to Need?
Plan early to thrive, not just survive, in your golden years.
Financial “Baby Steps” When Planning to Start a Family
Take advantage of this qualifying event to put your growing family on firm financial footing.
Retirement Planning: Is There a Best Time?
Instead of normal retirement age, it may be better to pursue a personal retirement savings target When is the right time to retire? Some believe there is an “ideal” age at which all the financial stars and years of preparation align. If so, it could be age 67—or full retirement age (FRA) for anyone born…
End of Life Planning: Are You Good to Go?
We all procrastinate. With family and career, there can be so much going on today that it is overwhelming to think about tomorrow. Besides, it’s common to push difficult discussions off to another day. An estate or end-of life plan is often one of those discussions. A problem is that doing this can give a…
Saving for a Grandchild’s Education Expenses
In this free 9-page report about funding higher education expenses, we outline several strategies to save smartly for college. Among the five strategies to maximize education savings while maintaining eligibility for federal financial aid, we encourage grandparents to think about financially supporting a college-bound student. DOWNLOAD FREE REPORT Helping to pay for college can be a…
Stock Options Can Greatly Magnify Your Earning Potential—If You Manage Them Properly
Request this 4-page report to understand stock options and how to exercise stock options with confidence.
Leaving a Legacy: How Will I Be Remembered?
A guide for using wealth to make a difference in your family, community, and world.
How Would You Handle Sudden Wealth?
Don’t be taken by surprise by a change in your wealth—have a reliable plan.
Considering a Move to Save on State Taxes?
Now that the federal deduction for state and local taxes is gone, should I consider changing residency from my high income-tax state to one with lower or no state taxes?