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Personal Finance & Investment

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 […]


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.


Digital Currency in Portfolio

Digital Currency in Your Portfolio

Is now the right time for digital currency investment? Here’s what you should consider before allocating money towards Bitcoin.


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.


Family Finances – What a Wife Needs to Know

For many boomer women, the subject of family finances is not an easy one to tackle. Men may feel it is their responsibility or duty to handle this (stereotypically masculine) topic without burdening their spouses.


Auto Investment Analysis 2017: Some Experts Are Dead Wrong

My take: This may be right in the short-term, but it’s dead wrong in the medium-term and beyond. Let me explain why.   1. Rising Default Rates On Auto Subprime Loans   First, a bit of context: the quote above comes from an article about rising default rates on auto subprime loans. If you are […]


Tax Strategy for High Net Worth Families

Multi-Generational Tax Strategy for High Net Worth Families

For high net worth families looking for a robust, multi-generational tax strategy, private placement insurance and variable annuity contracts are a viable solution.


Damage Repair Scam Victims

Protect Your Money: Learn from Damage Repair Scam Victims

Michelle Gershfeld is a debt settlement and bankruptcy attorney who negotiates settlements between clients and their creditors. Michelle turns debt relief into an additional revenue stream for Personal Injury and Medical Malpractice lawyers. Through analyzing the debt and then bargaining and negotiating with the creditors,


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