Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
College Expenses—Where to Begin Before Saving
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.
Determining What A Business is Worth
As a small-business owner, it is in your best interest to discover the true worth of your most valuable asset through a business valuation.
What to Do Next After the Loss of a Spouse
Our experts explore a case study of a wife whose husband recently passed away. He handled all the financial responsibilities for the family, and now she needs to know where to start to stay on track with her own retirement plans.
Would You Trust A Robot With Your Money?
Our experts explore a case study of a do-it-your-self investor who is approaching retirement and is considering switching to a robo-advisor to manage his money.
Financial Future after Divorce
We focus on a case study of a divorcing couple that are defaulting to a 50/50 split of assets based on their current value. While it may be a 50/50 split today, it may not be an equitable division of assets in the near future.
Should We Pay Off Our Mortgage Before Retirement?
Our experts focus on a case study of a couple considering paying off their mortgage before they retire.
Paying Off Debt or Saving for the Future
Our experts focus on a case study of a young family deciding whether to pay down their student loans early or save for a future down payment.
Deciding When to Take Social Security Benefits
Our experts follow a case study of a couple deciding when to begin taking Social Security benefits.
Selecting a Financial Professional: Brokers and Advisers
Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with.