June 25, 2016

Narrowly Framed Questions Fail to Meet Life Goals

Narrowly Framed Questions Fail to Meet Life Goals

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Purchasing investment products in isolation from the larger context of your specific situation is like pushing random buttons on a vending machine in order to provide a Thanksgiving dinner for your family.

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teal door and lock

Radio: Nine Ways to Secure Your Finances

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Here are nine steps you should take to make it more difficult for criminals and identity thieves to steal your personal information.

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Bloomberg Article Gets Asset Allocation Exactly Wrong

Bloomberg Article Gets Asset Allocation Exactly Wrong

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Investors should not have to deal with financial reporters that misunderstand the field they write about.

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Qualified HSA Funding Distribution

Qualified HSA Funding Distribution

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There is an obscure tax rule that allows a one-time Traditional IRA-to-HSA conversion called a Qualified HSA Funding Distribution (QHFD).

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colorful gift bows

Testamentary Donor Advised Funds

An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren’t funding it yet, but it will be funded upon your death.

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Understanding the Generation-Skipping Transfer Tax

Understanding the Generation-Skipping Transfer Tax

The fact that we have an 80% “generous grandparent” tax is ridiculous.

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Gift on table

Investing in a Donor Advised Fund

There are several strategies for using a donor advised fund which will help determine your asset allocation.

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A Guide to Investing in REITs

A Guide to Investing in REITs

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REITs are one way to get some of the benefit of investing in real estate without as much of the risk.

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Language Matters: Robo-Advisor vs. Robo-Investing

Language Matters: Robo-Advisor vs. Robo-Investing

Robo-advisors do not provide personalized investment advice nor are their recommendations free from conflicts of interest.

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Language Matters: Fee-Only vs. Fee-And-Commission Based

Language Matters: Fee-Based vs. Fee-And-Commission Based

The term “fee-based” was created specifically to confuse consumers.

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