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Inattention and procrastination can hurt family wealth. Some estate planning is better than none, but sometimes people address wealth transfer issues inadequately or ineptly when they tackle the task. Here are some classic miscues. Waiting too long. A wealthy individual may postpone estate planning until too late in life, which may present obstacles due to […]

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Strategize now to position yourself for savings. Spring is the ideal time for tax planning. Consider these ideas for lowering your 2017 federal tax bill. How much can you direct into retirement accounts? Contributions to various employersponsored retirement plans are deductible dollar-for-dollar. The same applies to traditional IRA contributions; though, this tax break is reduced […]

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The Risks of DIY Investing& Financial Planning In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from trying to plan their financial futures. They delegate such matters to professionals, as they lack the time, inclination, or knowledge to do it all by themselves. This makes […]

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One rule that can help you budget your income. Try the 50/20/30 technique for managing your household money. Applied over time, it may improve your financial picture. Here’s how you can do it: Assign 50% of your income to essential expenses. Think food, rent, transportation costs, and utilities. Try to avoid using up more than […]

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What should you look for, and what may matter most? How can you get the most out of a college visit? A well-rehearsed student guiding you around campus won’t tell you everything. You and your child should strive to take additional steps. Head to the financial aid office. If your student has a financial aid […]

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By 2020, it could be in place. Imagine your home or office completely wired. Everything is voice activated or Web activated. All your devices are artificially intelligent, and you can control them remotely. This is the Internet of Things, and it is on its way. The IoT may change your daily life. Picture yourself on […]

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Housing prices have breached the record prices set 10 years ago, but homes are more affordable now. Read more…

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Should it include learning as well as leisure? Thinking about that next family trip? If you are mulling over how to make your next one great, consider these questions and factors. Should education be a part of the vacation? An overseas trip or a journey deep into nature, enriched by educational context, can profoundly impact […]

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Why it is so vital for the truly affluent. Wealth management means more than just supervising a portfolio. It is multi-faceted: addressing risk and tax management, estate planning and charitable gifting, and, perhaps, college planning and long-term care planning. It is rare to find one financial professional well versed in all these disciplines. Acknowledging that […]

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A look at the potential of compounding and early, steady investing. Time may be the greatest asset for the young investor. While some people may frantically try to catch up on retirement saving after age 50, you have the chance to harness the power of compounding by starting decades earlier. When you start may matter […]

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