Wealth
Showing 50 results of 130
TurboTenant Review: Simplify how you manage your rentals
Nov 20 2024
Investing in rental properties is a great way to diversify your portfolio and build wealth over time. However, rental property ... Read more...
physicianonfire.com
New Future Capital Partnership Targets Held-Away 401(k) Assets
Nov 14 2024
Deal with SS&C's Black Diamond Wealth Platform integrates customized 401(k) solution for…...
401kspecialistmag.com
Aging Parent Facing Mental Illness Controls Family's Wealth: What Can Be Done?
Nov 12 2024
A business founder with mental illness can destroy the business. Sometimes it is in combination with cognitive decline. Outside professional advice is imperative....
forbes.com
Writing Wills May Help to Narrow the Racial Wealth Gap
Nov 08 2024
If Black families wrote wills at the same rate as white, how much would it help? Having a will is really important. In the absence of a will, a decedent’s assets are distributed according to sta...
crr.bc.edu
How Much Could Will-Writing Reduce the Racial Wealth Gap?
Nov 05 2024
This paper examines the persistent racial wealth gap between Black and White households in the United States, focusing on the disparity in will-writing rates as a contributing factor. Despite attempts...
crr.bc.edu
How Much Could Will-Writing Reduce the Racial Wealth Gap?
Nov 05 2024
The gap in wealth between Black and White households has plagued the United States for more than a century. One reason for the lack of progress may be a disparity in will-writing by race – Black...
crr.bc.edu
Apply Stop Losses To Protect Your Wealth And Quality Of Life
Oct 29 2024
As an investor, it’s essential to understand that risk assets come with no guaranteed returns. Setting and following a stop loss can help protect your capital from significant losses, especially...
financialsamurai.com
Top Funniest Moments From the Your Money, Your Wealth Podcast, Vol. 2 - Ep. 500
Oct 22 2024
For 499 episodes of YMYW, Joe Anderson, CFP® and Big Al Clopine, CPA have been making fun of finance. On episode 500, we’re celebrating The Top Funniest Moments From the Your Money, Your Wea...
purefinancial.com
The Creation Mindset – Accelerate Your Wealth Trajectory
Oct 20 2024
Buying compact discs (CDs) used to be a thing. That’s how we bought music back in the 1980s and 1990s. Most of you remember. I spent a few thousand dollars on CDs throughout high school, college...
retirebeforedad.com
Radical Optimism as a Financial Strategy: 7 Ways to Optimize for Greater Wealth and Well Being
Oct 17 2024
Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and well-being. The post Radica...
boldin.com
Women's Wealth Growing: How to Handle It Like a Pro
Oct 16 2024
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially....
kiplinger.com
Wealth@wor(k) Heads to San Antonio
Oct 13 2024
Over 50 sessions will cover topics including investments, compliance, marketing, sales, and…...
401kspecialistmag.com
Wealth Is More Than Just Your Money: How to Manage It All
Oct 12 2024
In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships....
kiplinger.com
Come as You Are: Wealth Management for Gen X
Oct 10 2024
Gen X is stuck in the middle of kids and aging parents, but retirement's not far off. Time to prioritize, with help from Nirvana, The Eagles and David Bowie....
kiplinger.com
7 Ways You May Be Leaving Money on the Table When You Retire
Oct 04 2024
A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth. The post 7 Ways You May Be Leaving Money on the Table When You Reti...
boldin.com
10 Financial Tips For Widows And Widowers
Oct 04 2024
Take your time and seek professional advice before making decisions about your late spouse’s wishes and wealth....
forbes.com
More Black, Hispanic, and Latina Women Investing to Grow Generational Wealth
Oct 02 2024
Seventy-four percent of Hispanic and Latina women and 69% of Black women credited building…...
401kspecialistmag.com
Corporate Roundup: TRPG Acquires Wealth Manager, 401GO, Northwestern Mutual Hires
Oct 02 2024
The latest news from The Retirement Planning Group, 401GO, and Northwestern Mutual...
401kspecialistmag.com
Tax-Smart Strategies for Wealth Transfer: Secure Your Family's Future
Oct 01 2024
James responds to listener Jerry’s question about the optimal time to distribute inheritance or charitable gifts: before or after passing away. James walks listeners through four important thing...
buzzsprout.com
Riches vs Wealth: A Cautionary Tale From 'The Hobbit'
Sep 29 2024
The story of dwarven king Thorin Oakenshield in J.R.R. Tolkien's classic novel perfectly illustrates how the relentless pursuit of wealth can undermine the fulfilling experience of true riches....
kiplinger.com
Government Grift As A Lucrative Side Hustle To Build More Wealth
Sep 28 2024
I remember being a broke college student during my senior year at The College of William & Mary. A group of us gathered at the Spanish House, the language immersion dorm where we lived, to brainst...
financialsamurai.com
Run The Numbers, Check Your Facts, Then Check Your Gut
Sep 23 2024
Learn to make smarter financial decisions with math-driven strategies. James Lange shows how Roth IRA conversions and tax planning can maximize wealth and reduce taxes....
forbes.com
Are Demographics Destiny for the Stock Market?
Sep 17 2024
A recently released paper called The Wealth of Working Nationsfound that, after controlling for working-age population (i.e. those age 15-64), historical GDP growth is quite similar across most develo...
ofdollarsanddata.com
How Kamala Harris’s Housing Plan Could Drastically Change Wealth Transfer
Sep 16 2024
In this episode, we unpack Vice President Kamala Harris’s ambitious plan to lower housing costs, which would be funded by adopting Senator Elizabeth Warren’s sweeping estate tax overhaul. ...
sites.libsyn.com
Corporate Transparency Act: Can CPAs Or Wealth Adviser Help You?
Sep 15 2024
Corporate Transparency Act filings are due soon. Can your CPA or wealth adviser help you without committing the unauthorized practice of law?...
forbes.com
Learned Helplessness: Is it Impacting Your Wealth? See How to Do (and Feel) Better
Sep 13 2024
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it. The post Learned Helplessness: Is it Impacting Your Wealth? Se...
boldin.com
Help Your Kids Build Wealth
Sep 12 2024
Answering reader questions about how to help your kids build wealth by funding Roth IRAs, HSAs, and 529s; using brokerage accounts to get an attractive yield on cash; and making sure you get your full...
whitecoatinvestor.com
Stealth Wealth: The Key to Keeping Your Wealth and Your Freedom
Sep 05 2024
I’ll never forget when I was in the final two weeks of my career, making the rounds to say goodbye to colleagues and thank those who had been part of my journey. During one of those conversation...
dadisfire.com
The Broke Mindset: Your Contrarian Advantage In Building Wealth
Aug 30 2024
Since I purchased my house in October 2023, I’ve been feeling broke. I’m living paycheck to paycheck to cover my bills and fund venture capital calls. In fact, even after realizing I had m...
financialsamurai.com
Theft Protection/Security of Retirement Wealth
Aug 28 2024
The potential theft that concerns me is hacking theft/fraud of investment accounts and property titles. I have two-factor authentication on every kind of account I have, including banking and investme...
reddit.com
Discover The Best Type Of Trust To Protect Your Wealth And Support Your Heirs
Aug 26 2024
Trusts designed to protect wealth sometimes backfire and harm heirs....
forbes.com
Which Side of the Financial Divide Are You On?
Aug 11 2024
People who are already doing well are seeing their wealth continue to grow. The rest could use a little help, and financial coaches could be just the ticket....
kiplinger.com
What is The Wealth Effect?
Aug 07 2024
The economy is in a rough place right now, and everyone is feeling it. And yet, social media would have ... Read more...
physicianonfire.com
How To Decumulate Wealth: A Practical Guide
Aug 05 2024
Starting at age 45 in 2022, I consciously started focusing on decumulating wealth. I realized that my life was likely half over, and I needed to start spending more to prevent dying with too much mone...
financialsamurai.com
Life Span, Health Span, Wealth Span: A More Expansive Approach To Retirement Planning
Aug 04 2024
We’ve been so focused on the length of retirement and not running out of money that we’ve neglected the quality of the existence we’re sustaining financially....
forbes.com
Are Your Kids Ready to Inherit Your Wealth?
Aug 04 2024
To prepare your children to take over your family's financial legacy, teach them about money as if they were interns on the path to senior management....
kiplinger.com
The 7 Step Basic Formula for Wealth as a Physician
Jul 31 2024
In a refreshing take on physician wealth-building, Dr. Jordan Frey from The Prudent Plastic Surgeon cuts through the noise and ... Read more...
physicianonfire.com
Who Will Be the Beneficiaries of Your Wealth?
Jul 25 2024
Deciding who you want to inherit your wealth, as well as when and how, is a crucial first step in estate planning. Here are the four beneficiaries to keep in mind....
kiplinger.com
Talkin' 'Bout My Generational Wealth: Baby Boomers
Jul 24 2024
With retirement, each generation has different priorities and challenges. For Baby Boomers, it's a matter of ready or not, here it comes....
kiplinger.com
Best Ways To Create Family Wealth
Jul 24 2024
There is a misconception in society that all doctors come from wealth. And while I can understand where that comes ... Read more...
physicianonfire.com
449: The Stoic Path to Wealth with Darius Foroux
Jul 22 2024
Today, I’m speaking with Darius Foroux. Darius’s work has been featured in Time, NBC, the Observer, and the Economist. He’s also the host of The Darius Foroux Show: Mindset, Business...
retirewithpurpose.com
When advisors retire: A wealth manager's guide to life after work
Jul 16 2024
Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next....
financial-planning.com
Don’t Sell Your Rental Property If You Don’t Have To
Jul 10 2024
If you own a rental property and are thinking of selling, don't do it unless you absolutely have to. To build great wealth, aim to own your rental property for as long as possible. As fate would have ...
financialsamurai.com
The Most Important Personal Finance Ratios To Build Wealth
Jun 29 2024
As an investor, understanding financial ratios is important to help assess the current state of a company. For example, we have P/E ratios, debt/equity ratios, EV/EBITDA ratios, interest coverage rati...
financialsamurai.com
One Retiree's Story of How She Built Her Retirement Nest Egg
Jun 28 2024
One way to build wealth is to max out your company’s retirement plans, but doing it in tax-efficient ways can make an even bigger difference....
kiplinger.com
Trading Health For Wealth: Will You Pay In Retirement?
Jun 28 2024
Hard work is a value in our society but it can interfere with health. We need to make changes now to have a healthy retirement. See how....
forbes.com
The Great Wealth Transfer Is Happening, But Not In The Way You Think
Jun 26 2024
The Great Wealth Transfer is happening now, but maybe not entirely in the way you think. Aging Boomers are living while giving multigenerational travel experiences....
forbes.com
The Five Types of Wealth
Jun 20 2024
When you think of “Wealth,” what comes to mind? If you’re like most people, your first thought is of financial wealth. Money, houses, possessions, “stuff.” If that was yo...
theretirementmanifesto.com
NYC’s Asian Poverty Matches Black, Hispanic Poverty
Jun 20 2024
How well off are Asians in this country? It depends on how you look at it. The wealth of a typical U.S. household of Asian descent is $536,000 – or nearly two times the wealth of a typical White...
crr.bc.edu
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