Wealth-management
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Have You Reached 59½? Time to Rethink Your 401(k) Options
A rollover IRA might be in order to help protect your retirement savings from potential (and potentially disastrous) market downturns.
By Chris Ballard Published
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How Sharing Equity Can Build a More Entrepreneurial Business
Businesses that share equity with their valued employees can better motivate and retain top talent while reaping the benefits of an entrepreneurial culture.
By Heather Robertson Fortner Published
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Do You Know How to Create a Reliable Retirement Paycheck?
Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan.
By Thomas Diorio Published
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Taylor Swift and 264 Others Join Forbes’ Billionaires List
Forbes’ list of billionaires reached a record 2,781 in 2024, including new entrants such as Taylor Swift and Earvin “Magic” Johnson.
By Joey Solitro Published
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Five Estate Planning Things You Need to Do Now
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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What to Expect in a Gray Divorce (and Three Steps to Prepare)
Legal costs, how assets are divided and other expenses can be eyebrow-raising. Being prepared before you start the process is critical.
By Evan T. Beach, CFP®, AWMA® Published
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How to Cut Your Taxes as Short-Term Interest Rates Come Down
Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes.
By Jerry Golden, Investment Adviser Representative Published
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Six Tasks That Can Help You Feel Better About Your Money
Even small and gradual changes can have a big impact on your financial situation and how you feel about it.
By David Kimball Published
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What to Do if You’re Concerned About Your Lawyer
The high-stress legal profession is far different from that portrayed on TV and in movies, with higher rates of depression and suicide than most other jobs.
By H. Dennis Beaver, Esq. Published