Need an Estate Planning Checkup? Now Is the Perfect Time An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place.
By Jack R. Hales Jr., J.D. • Published 30 January 23
How to Create Retirement Income That’s Driven by Cash Flow Using a combination of dividends and structured notes in your retirement portfolio can offer liquidity, income and risk mitigation.
By Kyle Hammerschmidt, Investment Adviser • Published 30 January 23
Gaining More Certainty in Your Retirement Income Plan Relying on market performance to close the gap in your retirement income could let you down, but a CD ladder and fixed annuities could provide some certainty.
By Cole Czajkoski, Investment Adviser Representative • Published 29 January 23
Considering a 1031 Exchange? The Rules You Need to Know Taxes are an inevitable part of investing in real estate. You can, however, defer or avoid paying capital gains taxes by following some simple rules of a 1031 exchange. Yes, you read that correctly!
By Daniel Goodwin • Published 28 January 23
Could ChatGPT and AI Change Delivery of Legal Services? Two attorneys weigh in on whether artificial intelligence could become a legitimate (and trustworthy) way to get legal help in the future.
By H. Dennis Beaver, Esq. • Published 27 January 23
Pension Lump Sum Option vs. Annuity Payment: Which Is Better? retirement Lump sum vs. annuity payments? Single-life benefits vs. joint-and-survivor benefits? Finding the right answer for you could come down to control.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Last updated 27 January 23
Financial Wellness Is Self-Care: 3 Steps to Help Improve Yours Many people resolve in the new year to get healthier. Taking charge of your financial wellness can help improve your physical health by lowering your anxiety about money issues.
By Kara Duckworth, CFP®, CDFA® • Published 27 January 23
A Financial Review in Early 2023 Can Optimize Your Strategy Look to build savings, reduce risk, minimize taxes and ensure a successful retirement by reviewing your budget, contributions, allocations and beneficiaries.
By Ken Nuss • Published 26 January 23
Want to Increase Income? Focusing on 5 Elements Can Help There are multiple ways to generate income, but to make your money work for you, consider sustainability, maximizing, automation, reinvestment and tax efficiency.
By Jamie P. Hopkins, Esq., CFP, RICP • Published 25 January 23