• Family Wealth Transfer That Works: 4 Steps to a Successful Process

    Older people who have spent a lifetime building a significant estate, who are concerned about directing how their assets will be distributed upon their passing, and who are keenly conscious of their responsibilities to their children, grandchildren, and the causes or organizations they care about should seek assistance from a financial planner about their family wealth transfer plan.
    Here are four of the most important steps.

  • What Do Midterm Elections Mean for Markets?

    While the outcomes of elections are uncertain, one thing we can count on is plenty of opinions in financial circles about the potential for perceived impact on markets. But should long-term investors focus on election results? Investors making short-term changes to a long-term plan to try to profit or avoid losses from changes in the political winds should proceed with caution. Data for the stock market going back to 1926 tells a compelling story about staying in it for the long haul.

  • Beating Financial Stress: How Successful Women Cope

    Most Americans would admit to suffering at least occasional financial stress; it seems to be a fixture in our culture. But women shoulder more stress than men when it comes to money, according to recent studies. So what should women do to move from the “consistently financially stressed” category to a greater sense of confidence? Here are a few actionable ideas for women who want to feel less pressured and more assured.

  • “Would You Meet Me in the Middle?” For Retiring Couples, the Answer Should Be “Yes”

    Good marriages revolve around the art of compromise. One of the most important financial matters for spouses approaching retirement age is agreement on a strategy for retirement. It is vital for couples to have a clear, mutually agreeable understanding of their plan for the retirement years. Here are four key matters that should be agreed upon before either spouse retires.

  • Smart Tax Tips for Widows

    For those enduring the loss of a spouse, one of the hardest things, along with the grieving process, is the uncertainty surrounding finances. It can be crucial to get prompt, professional advice from someone who is familiar with your situation – an important way of beginning to exercise some control. Here are four important tax matters to discuss with a CPA or tax advisor as you begin the adjustment to life without your partner.

  • Money Can’t Buy Happiness, But . . .

    A new study released in the spring by Morgan Stanley contains some pretty interesting ramifications for the old adage, “money can’t buy happiness.” It's not the money itself that makes you happy; it’s the feeling of knowing that you have planned and prepared for the future, not only for yourself, but also for those you love.

  • Behaving Badly: Your Emotions and Financial Decision-Making

    In the world of investing, our emotions often create problems for us, if we permit them too much control over our financial decisions. Let’s take a look at a few of the most common behavioral traps that individuals fall into, like herd mentality, recency bias and confirmation bias, which can undermine investment performance over the long term.

  • Three Keys to Estate Planning for Business Owners

    Many business owners, while very focused on the needs of their customers, employees, and other stakeholders, are much less attentive to the ongoing health of their enterprises in the event of their incapacitation or passing. In the absence of a properly prepared and executed estate plan, this can bring even the most well-run business to its knees. Here are three key estate planning items that owners and other principals of thriving businesses should review today.

  • Making Your Retirement Great: It’s Not Just about Money

    Retired people are much more subject than other segments of the population to loneliness, boredom, and other emotional factors that can negatively affect their quality of life. A well-rounded retirement plan needs to go beyond the financial forecasting and calculations of needed income to navigating the four phases of retirement and tackling its tough questions.

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