New SEC rule may change your life
If your financial advisor works for a broker-dealer, the new regulation passed last week by the Securities and Exchange...
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Building a strong wealth management team
Managing personal wealth can be a daunting task. The greater your wealth, the more complex the challenge. In addition to...
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Teaching kids about money
Teaching kids how to work hard and save money is challenging for many parents. It certainly was for me. My wife and I we...
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Take a look at the SECURE Act of 2019
If you believe that Congress is trapped in a morass of partisan bickering, take a look at the Setting Every Community Up...
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Should I have multiple IRAs?
Q: I have several IRAs with various brokers and a couple of 401(k) accounts at previous employers. I have been thinking...
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Capturing the triple tax benefit of Health Savings Accounts
Over the years Congress has granted tax preferences to many different types of long-term savings accounts. Most of these...
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Leaving California
The non-partisan Tax Foundation ranks California’s individual state tax environment 49th out of 50. Only New Jersey scor...
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Why can’t I keep up with the market?
Q: I have been investing for years, but I never seem to do as well as my friends. I own high quality mutual funds, but I...
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Getting out early
Sometimes life doesn’t turn out as we expect. A friend of mine lost her job last year after more than twenty years at th...
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Get tax-smart with reverse rollovers
A lot of people have retirement accounts. Some people use their retirement accounts to build tidy little nest eggs over...
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Watch out for IRA prohibited transactions
When IRAs were first created in the early 1970s, most IRA account holders invested in traditional securities like mutual...
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Take care when you name beneficiaries
Q: My wife and I have finally started to get our estate plan in order. We created a living trust to keep our estate out...
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