Ask the Adviser: How do I handle the taxes on inheritance from a PA resident?
Whether you’ve inherited property or other assets, here’s what to know about settling the tax bill in Pennsylvania.
Ask the Adviser: How do I shop for the best rates on my cash?
Looking for ways to make your cash work for you without committing to a long-term investment? There are plenty of options available.
Avoiding a Head-on Collision Between Your HSA and Medicare
The last thing you want is your HSA and Medicare to clash.
Five Common Mistakes When Taking Qualified Charitable Distributions From Your IRA
Making charitable gifts from your IRA instead of your checkbook can be an excellent tax management strategy. Doing so helps you to fulfill your required minimum distribution while reducing taxable income dollar for dollar.
Go On a Treasure Hunt: Claim Back Your Own Assets
You might have assets sitting at the Pennsylvania Treasury that belong to you. All you have to do is claim them.
Power of Attorney Roadblocks: Can You Answer These Three Questions About Your POA?
You may be shocked to learn that new national and state laws may have prohibited your agent’s power to act.
Passive Investing: Index Mutual Funds vs. Exchange-Traded Funds (ETFs)
The difference can be summed up in two words: intraday trading. Unlike mutual funds, ETFs can be bought and sold anytime throughout the day.
How to Determine Your Bond-to-Stock Asset Allocation
One way is determining your risk tolerance.
Tax Implications of Owning a Vacation Home: What Everyone Ought To Know
Thinking of buying a vacation home? Here are some factors to consider before you make your decision.
Reducing Future Taxes – What is Form 8606?
And what should you do if you have forgotten to file Form 8606?
What is Your Life Expectancy?
The major components to life expectancy are genetics and lifestyle.
Understanding Your Annuity Payout Options
The maturity of the annuity at age 85 may actually be a gift to annuity owners to further contemplate their exit strategy of this tax-deferred investment.
Converting Paper U.S. Savings Bonds to Electronic Format
Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement.
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.
Investment Strategy
Should you sell when the stock market is high or buy more? We’ll help you plan an investment strategy on this edition of Project Wealth.
How To Title Your Cars To Limit Liability
Understanding how your assets are titled is a major tool to protect your wealth.
Planning Estates with IRAs
People think that naming heirs in a will is enough. We’ll explain why adding them as beneficiaries on an IRA account is important on this edition of Project Wealth.
Three Key Assumptions To Make in Financial Planning
When comparing results between retirement projections make sure you understand the assumptions of each plan.
The One IRA Mistake That Could Cost Your Family Thousands
Each financial institution has a unique default beneficiary sequence.
