Combining finances is a significant step for any couple, but it becomes even more complex when re-marriage is involved. The …
How to manage your 401(k) when you switch jobs
This article considers all options for managing funds in a former employer’s retirement plan. In the past, baby boomers and …
Rekindle the Romance
Your 401(k) Offers You Valuable Benefits You Just Can’t Find Anywhere Else In the midst of economic adversity, market volatility, …
An Unexpected Layoff
2020 has been the year of uncertainty, but don’t give up hope. You may be one of the many affected …
To 83(B) OR NOT To 83(B)
So what is a Section 83(b) election? Put simply, it accelerates your ordinary income tax. Sound complicated it is? Today, …
Tales of the DIY: Diversifying by Advisor
It could be fine to have multiple advisors if these risks and limitations are kept in mind and addressed by …
Knowing When To Gift
2 things keep the IRS’ hands out of most people’s financial pockets: the annual gift tax exclusion and the lifetime …
Why a Comprehensive Wealth Manager Matters
Stop me if this has happened to you. You’re talking with your financial advisor and you have questions about how …
The Plan is to Live into Retirement
When do you want to retire? Yesterday? Is your money going to last? It’s simple. Just tell me when you …
Why Tax Planning Matters
Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line. Kevin reviews some …