What to do With Stock Markets at All-Time Highs
Key principles for a successful journey when investing at market peaks. The Dow Jones Industrial Average (DJIA) is an index of 30 very-large, blue-chip U.S. companies. The most recent market all-time high (as of early [...]
Health & Emotional Well-Being
Tips to help you define your quality of life in your retirement years. Mental health & emotional well-being are vital aspects of life, particularly in our later years. The transition into retirement presents a myriad [...]
Lessons from Barbie and Ken (If They Split)
Crucial financial steps to take when separating from your life partner. Separating from a life partner, whether you're not married or legally bound, can be emotionally and financially challenging. Just like any significant life change, [...]
Donating Stocks to Charity?
Donating stocks may be a powerful tax strategy to optimize your charitable giving. For investors seeking to support charitable causes, donating stocks instead of cash can provide significant advantages. By contributing appreciated securities, investors can [...]
12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. # [...]
Understanding Annuities
Annuities are popular retirement savings vehicles. Chances are you’ve heard many—possibly conflicting— opinions about them. To give you a better understanding of annuities, here is a brief overview of what they are, why you should [...]
Stealth Move by the IRS Regarding Inheritance
The new ruling emphasizes the need for an adaptive estate planning approach. One recent development that has stirred conversations among investors and advisors alike is the issuance of the IRS Revenue Ruling 2023-2. This ruling [...]
Investor Psychology During Bull Markets
In the world of investing, there are few phrases as exhilarating as "bull market". These words conjure images of an economy burgeoning with opportunity, a period when stock prices are on a steady upward trend, [...]