Articles

Here’s some advice from one daughter employee to a would-be parent employer.

It turns out there is still a way to do a QCD out of those assets, but it requires a bit of planning ahead.

Neither the dire pessimism at the start of the Bull Market of the 1990s nor the blind optimism at the end were warranted.

Is what I’m accomplishing here worth sacrificing the step up in basis? If it is not, perhaps there is a better way to implement your estate wishes.

The average worker will have a dozen employers and work at each job for less than four years. Your career is now your responsibility, and so is your retirement plan. Allow this 2010 article to be your lifetime Human Resources Department guide to being financially prepared.

When I was a teen, my grandfather George Marotta passed down to me his copy of “What You Need to Know Before You Invest” by Rod Davis. I recommend this book as way to gain a baseline understanding.

Portfolio construction is extremely important to achieving your long-term goals. Don’t risk those goals by assuming that individual stock-picking is a superior strategy.

To preserve the portability of a deceased spouse’s exemption, you must file an estate tax return after the death of the first spouse even if you otherwise did not have to do so. The due date of the estate tax return is nine months after the decedent’s date of death.

Even though is often the worst choice, most people take Social Security as early as possible, at age 62. This decision reduces lifetime benefits by hundreds of thousands of dollars.

Knowing that rebalancing boosts returns is useless unless you have the time, discipline, and nerve to follow through and actually execute the trades.

For the proper Victorian, acts of love and money should not mix. Although this honest conversion may ruffle Victorian sensibilities, it is a foundation of the trust we forge with our clients.

If you ask, the broker will gladly tell you how much of that type they’d recommend getting, but not whether you need it in the first place.

Here is a cheat sheet with information about the 2019 tax brackets and contribution limits that should help as you do your tax planning for the year.

The required IRA distribution in the year the account owner dies is called a Year of Death RMD.

This 2004 article contains the five steps you should take to navigate how to make your business venture more than just a dream.