Blog
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How to Make Philanthropy a Habit for the Next Generation
Over the next 25 years, baby boomers will transfer roughly $68 trillion to their heirs. How can family stewards prepare the next generation to carry on their philanthropic legacy and the tradition of doing good for others?
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3 Strategies for Managing Post-Retirement Tax Bracket Creep
As more thriving retirees enjoy longer lifespans, some may find themselves in a higher tax bracket in retirement once their required minimum distributions kick in at age 70 ½. Here are three strategies that will help you carefully balance your income for maximum tax efficiency, both now and after you stop working.
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The Inverted Yield Curve: Should You Care?
We’ve seen the phrase “inverted yield curve” making frequent appearances in the financial news in the last couple of weeks. Should investors care? Is recession really on the way?
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Tax-Loss Harvesting and Your Portfolio: The Upside of Market Volatility
Market volatility is the most unnerving and anxiety-inducing part of investing. But tax-loss harvesting can be the silver lining investors need to recoup losses and keep their long-term investment strategy on track.
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The Trade War and Your Retirement: How to Play It Safe — and Smart
For those who are approaching retirement, the recent world trade headlines have been pretty unnerving, even causing some to rethink or question their long-term investment strategy. Kimberly Foss weighs in with perspective.
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The Yield Curve Has Inverted — Is It Time to Panic?
If you've kept a pulse on the financial news, there's almost no chance that you missed the recent alarmist headlines about the inverted yield curve, sparking collective worry over an upcoming economic recession. Is there any truth to this economic indicator? Should you be concerned? Let's separate the facts from speculation.
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How to Cope With Sudden Retirement
From company downsizing to health issues, there are a range of triggers for sudden retirement. But the good news is that there are some specific steps you can take to prepare for the possibility of an unplanned retirement and to adapt to your new situation seamlessly.
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Gray Divorce: How Women in Transition Can Survive and Thrive Financially
Divorce later in life, also known as "gray divorce," has been on the rise, doubling since the 1990s. These can be financially devastating — but especially so for women in marriages where the husband has earned most of the money and made most of the financial decisions.
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The “Widow’s Tax”: How You Can Reduce Costs Through Advance Planning
Bereaved spouses can find themselves facing a higher tax bill from the IRS because of disadvantages built into the U.S. tax code: the 'Widow's Tax'.
