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If you own a business and have young children, here’s a tip with the potential to transfer wealth to the next generation tax-free....
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success...
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future. The post Best Financial and Retirement Articles from 20...
Chrisis a mid-thirties small business owner that has operated multiple online endeavors. He built most of his wealth through a ... Read more...
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they wa...
One of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive planning process is that there's no one path to a successful retirement. Yes, we often incorporate some...
? Show Notes Join us in this episode as we delve into the complexities of retirement planning with Dr. Daniel Crosby, author of The Soul of Wealth. Discover the importance of learning what to ignore a...
John in Pennsylvania doesn’t have bonds in his investment portfolio. Should he add them, and if so, where? That’s today on Your Money, Your Wealth® podcast number 508 with Joe Anderson...
There was overwhelming support for a broadly FIRE themed book club! We’ll cover a mix of classic staples like The Simple Path to Wealth by JL Collins and The Little Book of Common Sense Investin...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on paying the tax on your Roth conversions on Your Money, Your Wealth® podcast number 507. If you take the money out of your retirement acco...
In a recent interview with Shane Parrish, Whole Foods founder John Mackey talked a lot about wealth—what it means to him and what it doesn’t....
Don't withdraw retirement assets haphazardly. Managing distributions intentionally can lower your taxes, conserve your wealth and reduce Medicare premiums....
Over the past few months, I’ve been having different members of the Abundo Wealth team contribute regular blog posts. They’ve focused on different technical topics we encounter with client...
I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial breaks, we risk confusing our abilities with good economic times. This overconfidenc...
If you're lucky enough to have surplus wealth in retirement, but worry that giving it to your kids will spoil them, consider helping in these practical ways....
Exploring the idea of starting a home-based business presents a unique opportunity for seniors looking to blend their wealth of experience with the flexibility of self-employment. This venture allows ...
Two new ETFs, the FIRE Funds Wealth Builder ETF (FIRS) and FIRE Funds Income Target ETF (FIRI), cater to the growing FIRE movement....
Investing in rental properties is a great way to diversify your portfolio and build wealth over time. However, rental property ... Read more...
Deal with SS&C's Black Diamond Wealth Platform integrates customized 401(k) solution for…...
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy....
At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning cal...
Here are some key considerations for using the collar strategy of put options and covered calls to safeguard your wealth in retirement....
The comprehensive financial plans we design at Keen Wealth factor in every piece of available information to help folks plan for what we know is coming and prepare for the unexpected. While recent eve...
Here is the latest research on happiness and wealth. Do you have a 'happiness number' you're trying to achieve?...
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...
Take your time and seek professional advice before making decisions about your late spouse’s wishes and wealth....
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...
Today on Your Money, Your Wealth® podcast 495, Joe Anderson, CFP® and Big Al Clopine CPA spitball on three different listeners’ strategies for paying the tax on a Roth conversion now, to...
As you build your wealth, tax considerations are going to become more important in protecting your earnings and staying in good standing with tax authorities....
Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth...
What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth® podcast 492 with Joe Anderson, CFP® and Big ...
Digital wealth management solution and technology provider SigFig is adding new artificial…...
You should delay taking Social Security until you reach age 70. Unless, of course, you shouldn't. Or can't. Yes, my team at Keen Wealth generally advises folks to delay their benefits as long as possi...
Can Claire and her husband retire early at age 60? Today on Your Money, Your Wealth® podcast number 490, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for them and explain how to calcula...
At Abundo Wealth, we have a growing team that provides individualized advice to every client based on their unique circumstances. However, we prioritize applying a consistent framework for providing t...
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....
Episode 450: What started out as a quick commentary on current market conditions ended up digressing into rants and gems of wealth knowledge. This is evergreen content, listen to it more than once. Si...
At Keen Wealth, "tax season" is never really over. Our checklist-driven, comprehensive planning process is constantly taking in new information about the folks we work with and changes to tax law. By ...
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth....
Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?...
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 ...
When it comes to investing for your financial future, understanding the tax consequences is important to growing wealth. Because it’s not just what you make, it’s what you keep, that count...
Thebrief’skey findings are: Without any behavioral response, high inflation generally harms older households by reducing their consumption and wealth. But new survey data show that people do res...
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....
A large part of building wealth involves delaying gratification. Therefore, you might find yourself wondering whether to buy your dream home now or wait for a better price. But what if you wait too lo...
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...
In a thought-provoking analysis, Nick Maggiulli of OfDollarsAndData delves into the world of alternative investments, exploring their role in wealth ... Read more...
Thebrief’skey findings are: High inflation generally harms older households, but the impact varies by retirement status and wealth. Retirees are hurt more than near retirees because, outside of ...
Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 with Joe Anderson, CFP® and Big Al Clopine, CPA, three different husbands want to retire, while...
I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong m...