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Financial Management

Non-Traditional Investing Advice for Boomers

Life After Bonds: Non-Traditional Investing Advice for Boomers

Supporting Longevity in the Long Term People are living longer than ever before in history. Thanks to advancements in health care and an ever-increasing focus on wellness, many are living long enough to watch their great-grandchildren grow up. While this is great news, it means that people now need more funds than they ever anticipated […]


Financial Advisor's Biases

Understanding your Financial Advisor’s Biases

Bias is Bias, for You and for Them The past several decades have produced countless articles on the topic of “behavioral finance.” But what exactly is behavioral finance? This little-known field examines how people make decisions with their money. It identifies things like patterns of incorrect thinking and predictable mistakes. Most authors writing about behavioral […]


Social Media marketing

Hey Business Owner, Are You Making these Common Social Media Marketing Mistakes?

Why Social Media Marketing? Originally seen as a fad, social media marketing is now an integral component of 21st century business. Is your business on board? You need to look no further than America’s most successful companies and social media itself for proof. According to research from University of Massachusetts Dartmouth, 97% of the Fortune 500 use […]


What a Racket

What a Racket: Tales of Equifax, Experian and TransUnion

The Protection Racket Equifax, Experian and TransUnion don’t have your back. I’ve been trying to come up with some new business ideas. It’s really hard, though. Technology is changing so fast, you know? Well, I finally came up with a good one. I’m going to start my own security firm. I’m going to install burglar […]


private equity retirement planning

Six Ways Private Equity Can Play a Role in Retirement Plans

Ready for retirement and looking for rollover IRA ideas? Check out these six ways private equity plays an important role in today’s retirement planning.


Dealing With Divorce: Financial Transition

Dealing With Divorce: Financial Transition

The financial transition is understandably overwhelming — especially during a time of personal transformation, such as dealing with divorce or remarriage.


IRA rollover, ira rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

Knowing your IRA rollover rules can minimize unexpected taxes and penalties. Find out why traditional IRA rollovers aren’t as simple as they seem.


digital estate planning, digital assets

Digital Assets Estate Planning

What happens to your digital assets at death? Recent law changes let you design and control a digital estate plan for your online property.


Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions

As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?


tax-efficient portfolio investing client

Tax-Efficient Portfolio Management: Tips and Tricks for Investors

Fiduciaries must also offer a careful review of the probable tax impact of any investment strategy — without a tax-efficient focus, their work remains incomplete.


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