New clients came to me recently feeling very proud they could craft a retirement spending plan budget (see our Insight entitled "How to Create a Retirement
For individuals who are currently charitably inclined or who aspire to be at some point, a Donor Advised Fund (DAF) can be a great tool to unlock several
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I work with many physicians and other high-net-worth individuals who meet the "Accredited Investor" criteria to invest in alternative asset investments.
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No matter your generation, retirement is a reality we all will face, whether voluntary or forced. Following are retirement strategy tips to consider at every
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We have written on the tremendous value dynamic withdrawal rules can bring to a retirement plan through the strategy’s ability to manage sequence of returns
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On October 18, 2021, the first U.S. bitcoin-linked ETF (ticker: BITO) created by ProShares began trading, making trading access to cryptocurrency “investing”
Your asset allocation decision, or the percentage mix of stocks and bonds in your portfolio, is one of the most important decisions you will make when
Last week, Morningstar published some new research entitled “The State of Retirement Income: Safe Withdrawal Rates” that claims the old “4% rule” should be
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What is a Roth IRA Conversion Strategy
Most people have heard of a Roth IRA and understand their unique tax treatment, but many think they cannot open or fund
While estate planning is certainly not the most joyful part of the retirement planning process, planning for what might happen if you have an unexpected health
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A strategy of converting traditional IRA (or pre-tax 401k) balances to a Roth IRA is valuable for many.
Current Lower Tax Rates Set to Expire at the End of
This one financial product generates many questions...and some controversy. Annuities - are they good or bad?
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