U.S. Trust survey notes that 60% of millennial investors either own impact assets or have expressed interest in impact investing, versus 24% of baby boomers. This can lead to tension when transitioning money and family values to the next generation.
IRS rules are so stringent that virtually any proposed transaction between a family foundation and a disqualified person should be considered a potential act of self-dealing which can lead to an ugly audit and potential fines.
With all the recent tax talk, we wanted to remind you that a Solo 401(k) is a great way for sole proprietorships and their spouses to reduce taxable earnings.
Did you know that a 529 College Savings Plan can transfer to other beneficiaries while avoiding tax penalties? This way, you can contribute to the education costs for multiple generations.
Did you know that the Number 1 reason retirement plan sponsors begin working with a financial advisor is because they have concerns about their fiduciary duties?
Minnesota recently passed legislation that allows either a credit or a deduction for Minnesotans saving for college through a 529 savings plan. Here's what you need to know.
There are lots of rules and regulations when applying for social security. However, benefits from a former marriage can put more money in your pocket if done right. Sharon Olson discusses what you should know to make the most when collecting Social security on your ex-spouse’s work record.
The proliferation of low-cost exchange-traded funds (ETFs) has created an upheaval in the investment marketplace. We look below the surface that lead serious investors to whisper concerns about an over correction. Will you be ready?
Investors that hold a large portion of their net worth in a single stock can be at risk for a number of reasons. Let’s talk about when to hold and when to diversify.
Like many depression era born workers, my father worked at the same company for nearly 30 year. Companies offered great incentives to stay through pleasant work environments, good benefits and pension plans.