Protecting Child Support Payments after Divorce
Our experts delve into a case study where a custodial parent is interested in ensuring she continues to receive child support payments should something happen to her ex-husband.
Outlining Your Investment Philosophy in your Investment Policy Statement
Our experts delve into a case study of a couple who are dissatisfied with their current investment policy statement and asset allocation.
Adjusting Your Financial Priorities Once You Are Single Again
Our experts discuss a case study centered on a newly divorced mother who now needs to re-evaluate her financial priorities now that she is a single-income family.
Using a Rollover as a Business Start-up to Fund Your Entrepreneurial Dreams
Our experts discuss using a retirement plan rollover as a funding for a business start-up.
Short-Term Cash Need? Don’t Dismiss Your 401(k)
Our experts discuss a case study that demonstrates how a 401(k) loan may make sense to cover a unique short-term cash need.
Accessing Retirement Money Early
Our experts discuss a case study on how investors can take advantage of the five-year rule on Roth conversions to access retirement funds before age 59 ½ and avoid an early withdrawal penalty.
Tax Advantages When Paying for a Higher Education
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.
Non-Cash Compensation Plans
Our experts discuss the options a small, family-owned business has when offering stock options as an incentive to employees.
Using Trusts to Pass an Inheritance to Minor Children
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
Buying an Established Business Still Means You Have Become a Business Owner
Our experts discuss how buying an existing business still involves the planning and concerns of a start-up business.