What Lessons Can Philanthropy Teach Us?
Merriam-Webster defines philanthropy as “goodwill to fellow members of the human race, an active effort to promote human welfare, or an act or gift done or made for humanitarian purposes.”…
What is Concierge Medicine?
Concierge medicine1 is a type of doctor/patient relationship in which patients pay an annual retainer fee to their doctor in exchange for more personal care. The doctor can then limit their…
A Special Purpose Entity Enables Individual Participation in PA’s EITC Program
Special purpose entities in PA allow individual donors to participate in tax credits previously only available to businesses.
Tax-Efficient Investing: Why Tax Planning and Investments Should Work Together
Managing an investment portfolio efficiently requires knowledge of income taxes and your tax bracket specifically.
10 Years Later: Lessons Learned from the Bernie Madoff Scandal
Since his deceit was revealed, there are still many unanswered questions. Despite these questions, there are lessons that fraud can teach all investors to avoid becoming victims of the next Madoff.
What We Can Learn from the Habits of Wealthy People
Not wanting to be poor when I grew up, I decided the best course of action was to study people who had money. This fascination set me on a lifelong course of studying wealthy and successful people.
2 Ways to Help Children and Grandchildren Financially…Without Spoiling Them
We all start out life by working for money. The goal should be to put some of the money we work for aside regularly and invest it.
Is Your Adviser Worthy of Your Trust?
It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.
Why Optimism Can be Good for Investing
You only need to look at historic returns for equities to see that this has been true. Yet it appears that despite this evidence, whenever the equity market is falling, many investors start selling.
Don’t Lose Track of Your Previous Employer Retirement Plans
When changing jobs, you may have choices to make about your retirement money. The choices will depend on your age and the type of plan you are in, as well as the rules of the plan.
The 4 Estate Planning Documents Everyone Should Have
Read on to learn more about each type of document and why each is important in helping to make sure your estate plan is in order.
Understanding the 5 Tax Filing Statuses: Which is Best for You?
Filing status is especially important because it determines, in part, the tax rate applied to taxable income, the amount of the standard deduction, and the types of deductions and credits available.
Are Retirement Funds Exempt from Creditors, Including the IRS?
The government encourages retirement savings by allowing taxpayers to make qualified contributions to retirement accounts on a tax-deferred basis.
Are You Due to Reevaluate and Switch Your Car Insurance?
Many advisers recommend shopping your automobile policy every two to three years. There are many factors that could have changed since you began insuring through your current carrier.
Understanding the Tax Implications of Company Stock Based Compensation
If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.
5 Keys to Financial Success, Revisited
Johnny Depp was the fifth highest-paid actor in 2016 earning $48 million. Unfortunately, almost all of Depp’s entire $8.7 billion fortune is now gone.
What is a HELOC? How they Differ from Conventional Mortgages
HELOC stands for home equity line of credit. Like a mortgage, it’s a loan made against the equity in your home.
How To Title Your Cars To Limit Liability
Understanding how your assets are titled is a major tool to protect your wealth.
Thinking of Helping Out Your Adult Child(ren) Financially? You Might Not be Helping.
A recent study1 conducted for Northwestern Mutual found one in three Baby Boomers (33%), the generation closest to retirement age, have less than $25,000 in retirement savings.
Why You Should Consider Donating Stock to Your Church in 2018
How to pay it forward in 5 easy steps
