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Financial Management

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.


$30 Trillion Wealth Transfer: Most Advisors Miss This Critical Step

It is likely that Boomer women were largely uninvolved in their family’s finances throughout their lives. Males and females tend to have different priorities when it comes to managing their finances, and a woman advisor can be invaluable in helping to cater to these needs and make women feel more comfortable throughout the process.


FASB revenue recognition TRUMP

New Revenue Recognition Standards to Impact Wide Array of Business Practices

The Financial Accounting Standards Board (FASB) recently changed revenue recognition standards, introducing many new aspects that accountants need to understand as they advise their clients in 2017.


EBITDA and Other Scary Words

Scary Word(s) No. 10 – Commitments and Contingencies

Many balance sheets have a line called “Commitments and Contingencies” between the liability and equity sections. The strange part is there are no dollar amounts listed. So, what the heck are commitments and contingencies?


inheritance emotions family

Inheritance and Crisis: How to Handle Your Complicated New Reality

Jake’s relationship with his mother, Lily, was always a little rocky. Things were fine when they were apart—they would talk on the phone like old pals. But, when they were together, their time inevitably turned rotten. She criticized Jake from the moment he walked back into his childhood home. It was like being ten years old again.


rule of thumb action guide

Your Easy New Year’s Resolution: Use a Financial Rule of Thumb

These rules of thumb aren’t magic. In fact, they are really, really simple. The reason these little rules of thumb work so well is that they are not daunting. They are also really flexible. Your brain won’t subconsciously accept a new habit until it believes you are capable. So when you follow through on them, you’re training your money brain to develop good habits and feel great about them!


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