Showing 50 results of 350
Take your time and seek professional advice before making decisions about your late spouse’s wishes and wealth....
Seventy-four percent of Hispanic and Latina women and 69% of Black women credited building…...
The latest news from The Retirement Planning Group, 401GO, and Northwestern Mutual...
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...
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....
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...
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....
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...
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. ...
Corporate Transparency Act filings are due soon. Can your CPA or wealth adviser help you without committing the unauthorized practice of law?...
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...
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...
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...
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...
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...
Trusts designed to protect wealth sometimes backfire and harm heirs....
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....
The economy is in a rough place right now, and everyone is feeling it. And yet, social media would have ... Read more...
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...
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....
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....
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...
In a refreshing take on physician wealth-building, Dr. Jordan Frey from The Prudent Plastic Surgeon cuts through the noise and ... Read more...
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....
With retirement, each generation has different priorities and challenges. For Baby Boomers, it's a matter of ready or not, here it comes....
There is a misconception in society that all doctors come from wealth. And while I can understand where that comes ... Read more...
Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next....
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 ...
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...
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....
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....
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....
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...
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...
Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of information: exactly how much money you're going to spend every sin...
Becoming aware and fully understanding which tax-saving strategy fits your needs is important in maximizing your retirement wealth. Minimizing taxes in retirement can be tricky. Below you will see a b...
If you want a happy retirement, it's critical to pay attention to these 'sins' — ignoring even one could put your dream retirement at risk....
In a thought-provoking analysis, Nick Maggiulli of OfDollarsAndData delves into the world of alternative investments, exploring their role in wealth ... Read more...
Renée Wilder Guerin of Retirement Clearinghouse recounts RCH Chairman Robert L. Johnson's…...
The Health and Retirement Study (HRS) is a primary source of information on retirement wealth, income, and replacement rates, but calculating these measures requires a host of methodological choices t...
Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her....
Certain mindsets are beneficial as you work toward creating wealth that allows the lifestyle you envision....
Keeping your family’s wealth going — and growing — across future generations takes planning, and an intrafamily loan can be one tool in your toolbox....
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...
Home, auto, & umbrella insurance are too often a footnote in wealth management, but a good agent can make a huge difference....
Occasionally, the term “infinite return on investment” is mentioned in real estate investing. This strategy helps real estate and business ... Read more...
Navigating the stock market can feel like deciphering a complex puzzle. With an overwhelming flood of information, it feels almost ... Read more...
Active investing in the stock market is a strategy for building long-term wealth that’s not often part of FIRE. Leif ... Read more...
Here is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight...
The confluence of wealth and retirement advice was a trending topic among panels at the NAPA…...