A sudden financial windfall can be a mixed blessing. We discuss the common responses and challenges when sudden wealth enters your life.
Glenn Raffenach from The Wall Street Journal gives you some resources to ask the right questions when looking for a financial adviser.
Won’t be itemizing your deductions under the new tax bill? That doesn’t mean there won’t be piles of paper stacked up on your dining room table.
How carefully do you review the myriad of investments in your portfolio to be certain they are aligned with your values? Can you trust your financial advisor to work in your best interests? The director of the C.D.C. found out the hard way about investments and conflicts of interest.
Olson Wealth Group provides a candid look at the 2018 Market.
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?