Categories

Estate Planning

Should you Contribute to a Traditional 401(k) or a Roth 401(k)? By Olga Ismail

Posted June 12, 2024

Like many estate-planning decisions, whether it is best to invest in a traditional 401(k) retirement savings plan or a Roth 401(k) comes down to taxes. More specifically, does it make more sense for you to pay taxes on your withdrawals in the future or on the contributions you make today? Weighing these options requires a […]

7 Smart Money Moves to Maximize Year-End Bonuses by Kathleen Marteney, CRPC

Posted February 20, 2024

If you received a year-end bonus, congratulations! As gratifying as it may be to splurge on something you can enjoy immediately, you may want to take a few moments to consider how you can maximize those dollars for the long term. Following are seven smart money moves to help you use a windfall of money […]

Are You Prepared for Sunsetting Tax Provisions? By Sean Deviney, CFP®*

Posted January 11, 2024

Many of the provisions contained in the current tax law are set to expire on Dec. 31, 2025, signaling an immediate need for individuals to reassess their existing estate plans to maintain long-term tax efficiency. Failure to engage in planning now can result in potentially higher taxes on income and long-term capital gains and undue […]

6 Habits to Adopt Now to Help Ensure a Successful Retirement Later by Lee F. Hediger

Posted November 29, 2023

If you want to get in shape, you should establish healthy eating habits and a regular exercise schedule. Are you looking to play an instrument? Take lessons and start a routine of practicing regularly. The road to success is paved with positive behaviors and lifestyle choices. Retirement is no different. Following are six habits that […]

4 Non-Tax Benefits of Estate Planning By Eric Zeitlin

Posted October 11, 2023

Though much of estate planning focuses on implementing strategies to minimize federal taxes, there are several other reasons why individuals of all income levels should engage in the planning process under the guidance of experienced professionals. Ensure your Wishes are Followed If you do not have a valid will at the time of your death, […]

Protecting Against Elder Financial Abuse by Robert Mark Weiss, CFA

Posted September 21, 2023

According to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN), financial abuse of Americans aged 60 and older increased during the pandemic with an estimated $27 billion in losses. More startling is that in 72 percent of these crimes, the victim knew the perpetrator, who was either a caregiver, a fiduciary or […]

What is a Financial Plan? By Lee F. Hediger

Posted September 13, 2023

A financial plan is a written document that lays out your future financial, business and lifestyle goals and maps out comprehensive strategies for achieving them. Contrary to popular belief, financial planning is not just for the wealthy. Instead, it is a critical planning tool that can help individuals at all income levels make informed financial […]

Families Without Children Need Estate Planning Too by Brendan T. Hayes

Posted August 30, 2023

The once idealized picture-perfect family of two parents and two-and-a-half children has faded as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an upward trend. Despite the absence […]

  1. Pages:
  3. 1
  4. 2
  5. 3
  6. 4
  7. 5
  8. 6
  9. 7