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Personal Finance & Investment
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 […]
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 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
The financial transition is understandably overwhelming — especially during a time of personal transformation, such as dealing with divorce or remarriage.
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 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 […]
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.
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,
