Deciding Between an IRA and a 401(k)
The “Money Talks” hosts delve into a client situation, weighing the differences and benefits between saving to a 401(k) or an IRA.
With Low Mortgage Rates, Are Points Worth It?
The “Money Talks” experts take a closer look at how mortgage rates have been affected by recent interest rate cuts and provide guidance for those who may be looking to refinance their home.
Selecting A Buyer—Internal or External
The “Money Talks,” hosts lead a discussion on the options business owners have when selling their business during retirement. They look at the pros and cons of selling internally vs. externally.
Titling of Rental Property to Minimize Liability
This week on “Money Talks,” the experts share advice on how to hold and title rental properties to minimize the liability risk to your other assets.
Back-To-School Tax Benefits
As back-to-school season commences, the “Money Talks” hosts share advice on the available tax credits for higher education and how to coordinate them with 529 Plan withdrawals.
Financial Advisers—Taking a Comprehensive Approach
We discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.
Will Tax Law Changes Affect Your IRA Beneficiaries?
We take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs.
“Elder Orphans” Doesn’t Mean Dying Alone
We discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
It Depends on Your Financial Plan
We take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
Restricted stock is a powerful part of compensation packages, tying your success to your company’s growth. Careful financial and tax planning can maximize the benefits and minimize the risks.