Financial Management Archives

young woman shows her grandmother financial tips for widows on her iPhone

6 Financial Tips for Widows in the Age of Coronavirus (COVID-19)

May 12, 2020
/ Personal Finance
/ By Robin Young

Tags: COVID-19, Family Dynamics, Financial Management, Personal Finance & Investment,

An aging population and global pandemic bring need for emotional and financial help for widows. Here are 6 financial tips for widows and widowers.

a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

May 1, 2020
/ Investors
/ By Rhonda Ducote

Tags: Advisors, Baby Boomers, Estate Planning & Asset Protection, Family Dynamics, Financial Literacy, Financial Management, Financial Services,

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

sand slipst hrough a brown hourglass, representing the need for private placement life insurance

In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role

April 24, 2020
/ Investors
/ By Gerry Nowotny

Tags: Accounting-Auditing-Taxation, Accredited Investors, Estate Planning & Asset Protection, Financial Management, Insurance,

Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace.

a man and a woman sit on a park bench, in an obvious fight, representing splitting assets in divorce

Finances in Divorce: Dealing with Transition

April 14, 2020
/ Personal Finance
/ By Rhonda Ducote

Tags: family, Financial Management, Personal Finance & Investment, Self-Improvement,

Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.

A Macbook Pro, representing digital estate planning

What is Digital Estate Planning?

April 13, 2020
/ Personal Finance
/ By Michelle Huhnke

Tags: Estate Planning & Asset Protection, Financial Management,

What happens to your digital assets when you die? Digital estate planning can safeguard your online assets and protect your digital legacy.

a woman shops at a second hand shop, embodying budgeting tips an frugal living

Frugal Living is in Reach — Avoid These 6 Spending Mistakes to Save Money

April 7, 2020
/ Personal Finance
/ By Michelle Gershfeld

Tags: Financial Management, Personal Finance & Investment, Self-Improvement,

These 6 costly mistakes may be keeping you from frugal living. Get budgeting tips from the house to the gas station that will help you save.

An elderly woman and her granddaughter excitedly examine their stock portfolios on the granddaughter's phone, as they discuss tax strategy and variable annuities

Multi-Generational Tax Strategy for High Net Worth Families

April 3, 2020
/ Personal Finance
/ By Gerry Nowotny

Tags: Accounting-Auditing-Taxation, Baby Boomers, Estate Planning & Asset Protection, Financial Management, Personal Finance & Investment,

To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy.

A restaurant like the one pictured may be requesting the landlord make rent concessions in response to coronavirus/COVID-19

Requesting Rent Concessions in Response to Coronavirus

Tags: Business Management, COVID-19, Financial Management, Small Business,

Business owners may need to seek rent concessions during the COVID-19 crisis. What’s the best way to request rent help or rent abatement from your landlord?