Considering Buying A Vacation Property? Be Tax Aware With real estate prices recovering to where they were pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and homes abroad for various reasons. The appeal of international vacation homes is at an all-time high as property overseas …
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Is Your Business Ready for Liquidation? One of the largest risks to the future of a business is one that is often left unnoticed: What will happen when the ownership changes? At some point, a successful business faces this question and considers liquidation for all the right reasons. The business …
Media Hype? Limit Your Exposure During a Recessionary Period In light of recent media reports on stock market performance, political issues, scandals, and other ‘news-worthy stories,’ limiting yourself from media hype as much as possible may be right for you and your investments. Every day the American public is exposed …
The Legitimate Value of Financial Advice The financial advice industry has changed for advisors with a fiduciary financial planning emphasis in their practice. These advisors have chosen process over product for the benefit of their clients. Additionally, new regulations, technology-enabled efficiencies, and fee compressions will continue to influence the advice …
The SECURE Act: A New Hope for Retirement Savings What is underway as one of the most significant changes to retirement savings plans in years, the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) was passed in May 2019 by the U.S. House of Representatives. The …
Are You Losing Sleep Over Money? Many Americans are losing sleep over money, according to a January 2019 survey by Bankrate. The media may report a ‘strong U.S. economy,’ but many people experience stress outside of what’s happening in the broader economy. The survey indicates that a large number of …
New normal? Young adults and financial interdependence It’s a traditional assumption that part of becoming an adult means becoming financially independent. But an October 2018 study conducted by Agewave found that many young adults ages 18-34 are not economically independent – despite their adulthood. Many still rely on the financial …
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Prenup: To have and to hold …onto your assets Couple’s spend many hours planning and a significant amount of money on their wedding, but personal finances and protecting assets deserve just as much attention and planning. When both parties are in agreement on discussing their finances, reviewing credit reports, and …
Steps to a worry-free 401k rollover: The average American worker stays at a job only 4.2 years, and many had funded 401k accounts they’ve left with the employer’s plan custodian when they moved to a new job. Leaving retirement savings at multiple employers can create higher investment costs to keep …
Can Your Retirement Plan Pass a ‘Stress Test?’ In our working years, we work and save toward retiring someday, creating our retirement story. Our story may include daily golfing, living somewhere different, or participating in activities we enjoy each day that help to fill our minds with a picture of …
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