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Women Need a Wealth Plan That Fits

By  James Brewer, CFP®, CRPC®, AIF® There’s a lot of information regarding women’s wealth planning. However it’s typically based on averages and rules of thumb. Often some of the media try to make it seem like it’s pretty easy if you just do these few things. Really? When it...
Posted On 24 Feb 2017

Boomers Going Out with a Bang: A Historic Transfer of Wealth

Maybe we should call them Generation Generous Maybe we should call them Generation Generous SEE ALSO 8 Ways Baby Boomers Are Reinventing Retirement SEE ALSO 8 Ways Baby Boomers Are Reinventing Retirement Over the next few decades Baby Boomers will pass down an estimated 30...
Posted On 24 Feb 2017

Should You Fast-Forward to a NextGen Adviser?

Our brains are wired to be attracted to all things new and in the field of financial advice what s new is the NextGen adviser Just who is this mysterious NextGen adviser Is it a good idea for everyone to hire one right now Our brains are wired to be attracted to all things new...
Posted On 24 Feb 2017

5 Common Roadblocks That Can Shut Down Retirement Success

We think about it all the time that last lovely chapter in the American dream We think about it all the time that last lovely chapter in the American dream SEE ALSO Why Retirees Aren t Enjoying Their Wealth SEE ALSO Why Retirees Aren t Enjoying Their Wealth Retirement Retirement...
Posted On 21 Feb 2017

10 Steps To The Financial Advisor Whos Right For You

Have you ever looked at your finances and wondered if you re doing the right things to get you to retirement or other financial goals If the feeling persists it s probably time to run your plan by a qualified financial advisor But which one There are many financial advisors and Source
Posted On 20 Feb 2017

Signs Youre Wealthier Than You Think

What would it take to make you feel wealthy? A six-figure salary? A million dollar paycheck? Regardless of your income, you might be wealthier than you think. “When most think of wealth, they think about money,” said Tom Corley, author of “Rich Habits” and...
Posted On 20 Feb 2017

Distribution and Tax Rules for Inherited IRAs

My two brothers and I inherited a traditional IRA from my mother after she died last year When do we have to start taking distributions and how will the money be taxed T M Charlotte N C My two brothers and I inherited a traditional IRA from my mother after she died last year When...
Posted On 20 Feb 2017

Retirees, Automate Your Spend-Down Plan

It s one of the thorniest questions retirees face How much can you safely spend each year And once you ve figured that out which accounts should you tap first how do you minimize taxes and how do you keep your remaining portfolio in balance It s one of the thorniest questions...
Posted On 20 Feb 2017

How to Save Big on Taxes in The Goldilocks Zone

When people retire they often drop down a tax bracket because they no longer have any earned income For example a couple may be in a 25 tax bracket while they re working but after they retire they could easily find themselves in the 15 tax bracket When people retire they often...
Posted On 20 Feb 2017

5 Signs You Need Money Counseling, Not Marriage Counseling

Many couples blame their marriage problems on disagreements and an inability to see eye to eye Marriage counseling is a great option for couples who need to learn how to better communicate but it might not solve the problem that caused a disagreement in the first place especially...
Posted On 20 Feb 2017