A Dose of Financial Planning to Treat Your Powerball Fever As you’ve inevitably heard, the Powerball Jackpot soared beyond record levels this week, maxing out every sign in America with a balance of $1.5 Billion dollars, and after Wednesday’s drawing, three people will split the…
In this edition of the Digest, we were intrigued by what Digest posts resonated with people the most and decided to share with you the top posts from 2015 in each category. We also share a more extensive list highlighting the top five posts in…
The Transfer of Trillions: Why Intergenerational Wealth Planning Matters An estimated $41 trillion is in the process of being passed from older to younger generations in the United States. No matter which side of the exchange applies to you, planning for this transfer will help…
How Well Do You Know Your 401(k) Plan? A quick search on our website for the word “Retirement” will populate eleven pages of articles ranging in topic from how to retire early, to Social Security, required minimum distributions, budgeting, Roth accounts, and more. Needless to…
Tapping into the Equity of Your Home When looking to utilize the equity that you have built in your home, there are two types of home equity loans to choose from. While similar, these two types of low-interest funding have different advantages for financing projects…
Behavioral Finance and Decision Architecture When it comes to financial planning, it can be difficult to stay on the straight and narrow planning path. In the midst of a rapidly changing world, well crafted financial planning policies can serve both planners and their Clients by…
The Present Value of Mindfulness While globalization and technological advancement have afforded us unprecedented levels of connectivity and opportunity, the potential downside to this level of accessibility is the uncountable number of forces competing for our attention at any given moment. Fortunately, there is a…
Social Security: Nixing the Knowledge Gap It is estimated that Social Security has 2,728 different rules and that there are more than 8,000 claiming strategies for married couples alone. As these staggering numbers suggest, Social Security is a complicated topic. As a result, there is…
Who WILL You TRUST with Your Estate? People often wonder when it is appropriate to begin organizing their estate. When it comes to estate planning, there are several strategies to choose from to ensure your assets are distributed according to your wishes and in a…
Saving for Competing Desires: Your Child’s Education vs. Your Retirement As the cost of college continues to rise, so do questions and concerns about how and how much to save without forgetting about our own retirement. Today we share our thoughts on the pros and…