Knowing How Your Assets Affect Student Aid Eligibility
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
Independent Contractors and What They Mean for Your Business
Our experts focus on a case study of a small business on the brink of hiring its first employee, rather than continue the current independent contractor relationship.
Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
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.