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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...
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other…...
? 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...
Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices....
Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved.A hefty paycheck or a prestigious title can make it easier to overlook the potenti...
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....
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to…...
The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago....
"Sam" is 58 and he retired at the end of the first quarter of 2024. His wife, "Alice," is 65 and still working as a paid caretaker for the couple's son with special needs. Sam has $400,000 in a Roth I...
Learn how to tap into the soul of wealth to build a life that breeds happiness and purpose in this episode of “Retirement Revealed” featuring Dr. Daniel Crosby....
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits....
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...
These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills. The post 12 Year-End Tax Planning Strategies to Keep More 2024 Money and Prepare for Futur...
Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how. The post Think Abundance and Be Grateful: The Secret Mindsets for Building Wealth appeared first ...
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…...
A business founder with mental illness can destroy the business. Sometimes it is in combination with cognitive decline. Outside professional advice is imperative....
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...
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...
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...
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...
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...
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...
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...
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially....
Over 50 sessions will cover topics including investments, compliance, marketing, sales, and…...
In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships....
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....
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....
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....