Retirement
Business Development For Financial Advisors: From Necessary Evil To Integrated Strategy
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship with the notion of…
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The Value Of Taking Fandom Out Of Your Investment Portfolio
Fandom can both have huge benefits, and deep, deep risk. When investing, it’s best to leave your fandom for other…
How Much Should I Contribute To My HSA?
The tax advantages of a health savings account (HSA) are unique, even better than any IRA or 401(k) plan. As…
North Carolina Taxpayers Could Be Liable For Billions If Lawmakers Fail To Remedy Provisions Of The ’24 Budget
North Carolina has a long track record for managing one of the best public pension plans in the U.S. Moody’s…
Important Retirement Plan Changes For 2024 You Should Know
The SECURE Act 2.0, enacted in late 2022, changed more than 90 rules about IRAs and other qualified retirement plans.…
Risks Of AI In Healthcare Come To Light
AI is a new frontier and can be potentially extremely helpful in healthcare. Assembling all known information to solve a…
4 Best S&P 500 Index Funds For 2024
As 2023 winds down to a close, our attention as investors turns to the coming year. What investment vehicles, in…
401(k) Contribution Limits In 2024
Investing in a 401(k) plan is one of the most effective options an investor has to plan for retirement. Tax-deferred…
Four Tips To Keep Your Holiday Stress With Family In Check
Real family gatherings might not look like a gauzy image on a greeting card. Let’s face it: there is conflict…
7 Conversation Starters For Holiday Gatherings That Can Help Your Retirement
The approaching holidays present a golden opportunity to help you gain valuable insights that will help you better plan your…
What Is The Average Retirement Savings By Age?
One of the most common questions when people hear I am a financial planner is some version of "Do you…
Supply Of Spare Bedrooms Up 300%: Can Taking In Boarders Save Seniors?
A new report from Apartment List by Chris Salviati reveals a surging supply of extra bedrooms amid rising demand for…
6 IRA Actions To Consider Before December 31
It’s time to assess your IRA plans and be sure to take before the end of the year the actions…
What’s The Best Age To Retire?
Deciding when to retire is one of the most important decisions facing workers in their 50s and 60s. Your decision…
Late Actor James Caan Reveals Trap In Self-Directed IRAs
The estate of the late actor, James Caan, who appeared in The Godfather and many other films and television shows,…
3 Experiments To Help Reduce Senior Care Worker Shortages
The U.S. is desperately short of nurses, personal care aides, and other direct care workers who help frail older adults…
Is Retirement A Good Time For Roth Conversions?
If you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth…
Act Before Year End: Corporate Transparency Act Is Coming!
Immediate Action Advisable The Corporate Transparency Act (“CTA”) is a new federal law that may affect you in significant and…
How To Take Advantage Of The US Housing Market… By Moving To Mexico
From what we are told, sales of previously owned homes in the United States are at their lowest rate in…