June 15, 2020 Should Entrepreneurs Trade Retirement Savings for a Liquidity Lifeline? by Richard Weaver, Andrew Bishop Many small business owners who need liquidity may find it in an unexpected place: their own retirement savings plans. But at what cost? Business Owners, Coronavirus, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
May 26, 2020 Concerned About Concentration? You Have Options by Daniel Brunello, Anne Bucciarelli When times are good, concentrated stock positions look limitlessly profitable. But what happens in a reversal? Fortunately, you can lessen exposure in several ways, depending on your goal. Coronavirus, Philanthropy, Wealth Planning Likes 0 SHARE Bookmarks
May 05, 2020 Are Your Heirs Knowledgeable? by Heather George Most successful individuals plan for the transfer of money and many strive to pass on family values. But there’s a third pillar that cannot be overlooked. What knowledge should you leave your heirs? Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
April 20, 2020 Finding Commonality through a Crisis by Andrea Kushner, Emily Neubert How do you safely shelter in place when your children or stepchildren are splitting their time between more than one household? By planning with your co-parent. Coronavirus, Family Engagement, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
April 02, 2020 Decisive Action Pays When Investing Amid Uncertainty by Alex Coulard Considering a reentry or just putting cash to work? Decisive action tends to produce the best results. Coronavirus, Wealth Planning Likes 0 SHARE Bookmarks
February 21, 2020 Four Things Successful Women Do in Big Financial Transitions by Beata Kirr Life in transition is stressful enough without the added pressure of tackling big wealth decisions. Here’s how to survive. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
February 04, 2020 Charitable Gifts and a DAF: Better Together? by Shea McCabe, Jennifer Ostberg Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know. Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 30, 2020 Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction by Robert Dietz Fewer estates will likely benefit from an estate tax charitable deduction. Is there a way to structure bequests to still provide a tax advantage? Philanthropy, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
January 21, 2020 Five Financial Tips for Female Founders by Beata Kirr As more female founders join start-up nation, their personal finances need to evolve beyond business as usual. Business Owners, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 08, 2020 Our Most Interesting Chart Right Now: Why Conflict-Driven Oil Spikes Matter Less Now While movements in oil prices matter to the US economy, they matter a lot less now than they did in the early 1970s. Economics, Wealth Planning Likes 0 SHARE Bookmarks
January 06, 2020 Two Numbers You Need to Know by Jennifer Ostberg Do you have enough money to live, and give to your family, or favorite charity? Many Americans declare New Year’s resolutions that better physical well-being, but understanding financial health is just as important. Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 16, 2019 Which Charitable Gifts Give the Best Tax “Bang for the Buck”? by Anne Bucciarelli Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial. Philanthropy, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
December 12, 2019 Can Investors Have Their Cake and Eat It, Too? by Pavan W. Auman For investors with concentrated positions, Exchange Funds deliver both diversification and deferral. Wealth Planning Likes 0 SHARE Bookmarks