by Matt Roberts, MFM, CFP®, Chief Planning Officer | March 21, 2019
IRS data shows the value of refunds is down 16.7%. But not everyone is seeing a tax increase.
by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | November 30, 2018
May 31, 2018
Many senior citizens today, and in the near future, face an intersection of two lines; expanding life expectancy while depleting financial resources. Here are some options that may help reduce the costs for seniors and their care providers as they plan for the future.
May 21, 2018
There was a time when older Americans lived with a certain dread that they might end up in "the home." The past few decades have seen the associated stigma of senior housing dissipate with an explosion of options that in some cases make today's "home" an appealing destination for an aging population. Here we will present a basic overview of the various options available to today's aging population and their care managers.
May 8, 2018
Learn the best method for a Charitable IRA Rollover to your charity of choice.
May 4, 2018
This 2-minute video shares how to turn out the noise and chatter surrounding what to do in today's volatile market and find financial clarity.
April 19, 2018
Many find it challenging to successfully manage their own financial matters, whether it is paying the current bills on time or saving for retirement. Unfortunately, a more daunting financial challenge may await us - managing the financial affairs of our aging parents. While the need will vary from family to family, it is best to be prepared and to begin while the parents can fully contribute to the process.
April 6, 2018
While we all hope that our parents remain in fine physical, mental and financial health until the end, planning for a less ideal reality is prudent. We have prepared a four-part series that will provide you with the lifestyle and financial concerns one should consider when approaching this role reversal.
February 8, 2018
The US stock market has seen turbulence last week and continues this week. Per Yahoo Finance, the S&P 500, an index of US stocks, fell 3.9% last week and was down 4.1% on Monday.
February 6, 2018
The Pooled Income Fund (PIF), as its name implies, allows multiple donors to "pool" their resources in a fund that is then invested and managed by a fund management team for the purpose of appreciating assets and generating income for the investors proportional to their contribution as a portion of the whole of the fund.
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