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Deal with SS&C's Black Diamond Wealth Platform integrates customized 401(k) solution for…...
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy....
At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning cal...
Here are some key considerations for using the collar strategy of put options and covered calls to safeguard your wealth in retirement....
The comprehensive financial plans we design at Keen Wealth factor in every piece of available information to help folks plan for what we know is coming and prepare for the unexpected. While recent eve...
Here is the latest research on happiness and wealth. Do you have a 'happiness number' you're trying to achieve?...
A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth. The post 7 Ways You May Be Leaving Money on the Table When You Reti...
Take your time and seek professional advice before making decisions about your late spouse’s wishes and wealth....
A recently released paper called The Wealth of Working Nationsfound that, after controlling for working-age population (i.e. those age 15-64), historical GDP growth is quite similar across most develo...
Today on Your Money, Your Wealth® podcast 495, Joe Anderson, CFP® and Big Al Clopine CPA spitball on three different listeners’ strategies for paying the tax on a Roth conversion now, to...
As you build your wealth, tax considerations are going to become more important in protecting your earnings and staying in good standing with tax authorities....
Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth...
What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth® podcast 492 with Joe Anderson, CFP® and Big ...
Digital wealth management solution and technology provider SigFig is adding new artificial…...
You should delay taking Social Security until you reach age 70. Unless, of course, you shouldn't. Or can't. Yes, my team at Keen Wealth generally advises folks to delay their benefits as long as possi...
Can Claire and her husband retire early at age 60? Today on Your Money, Your Wealth® podcast number 490, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for them and explain how to calcula...
At Abundo Wealth, we have a growing team that provides individualized advice to every client based on their unique circumstances. However, we prioritize applying a consistent framework for providing t...
People who are already doing well are seeing their wealth continue to grow. The rest could use a little help, and financial coaches could be just the ticket....
Episode 450: What started out as a quick commentary on current market conditions ended up digressing into rants and gems of wealth knowledge. This is evergreen content, listen to it more than once. Si...
At Keen Wealth, "tax season" is never really over. Our checklist-driven, comprehensive planning process is constantly taking in new information about the folks we work with and changes to tax law. By ...
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth....
Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?...
If you own a rental property and are thinking of selling, don't do it unless you absolutely have to. To build great wealth, aim to own your rental property for as long as possible. As fate would have ...
When it comes to investing for your financial future, understanding the tax consequences is important to growing wealth. Because it’s not just what you make, it’s what you keep, that count...
Thebrief’skey findings are: Without any behavioral response, high inflation generally harms older households by reducing their consumption and wealth. But new survey data show that people do res...
One way to build wealth is to max out your company’s retirement plans, but doing it in tax-efficient ways can make an even bigger difference....
A large part of building wealth involves delaying gratification. Therefore, you might find yourself wondering whether to buy your dream home now or wait for a better price. But what if you wait too lo...
How well off are Asians in this country? It depends on how you look at it. The wealth of a typical U.S. household of Asian descent is $536,000 – or nearly two times the wealth of a typical White...
In a thought-provoking analysis, Nick Maggiulli of OfDollarsAndData delves into the world of alternative investments, exploring their role in wealth ... Read more...
Thebrief’skey findings are: High inflation generally harms older households, but the impact varies by retirement status and wealth. Retirees are hurt more than near retirees because, outside of ...
Are women better investors and financial planners? Today on Your Money, Your Wealth® podcast 483 with Joe Anderson, CFP® and Big Al Clopine, CPA, three different husbands want to retire, while...
I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong m...
Today one of my colleagues at Abundo Wealth, Maggie Klokkenga, CFP®, CPA, shares some of the key things she is looking at when reviewing a client’s tax return. She provides a checklist to he...
The stark difference in Black and White workers’ wealth is old news. But now we have some fresh information about the wealth gap: it grows as people age and move through their retirement years. ...
Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach....
Income taxes can hinder wealth creation. Fortunately, for Americans seeking to save on taxes, there are nine states without income tax where we can choose to reside. These states are listed below in a...
In January 2024, Physician on Fire and Earned Wealth, a wealth management firm exclusively for physicians, put together a survey ... Read more...
ProjectionLab is a powerful financial planning toolthat empowersdo-it-yourselfersto set and track financial goals and forecast how their wealth will change over a lifetime. We can use it to experiment...
No, but here’s what we learned. Writing a will can improve the transmission of wealth across generations, by preventing the dissipation of assets such as a family home when divided among multipl...
Linda is retired and financially independent. Her advisor suggests she have a separately managed account specifically for tax loss harvesting. Today on Your Money, Your Wealth® podcast 479, Joe An...
Thebrief’skey findings are: Writing a will ensures a person’s wealth goes to intended recipients, preventing major assets like a house from being split up among many heirs. Yet many people...
So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth®...
I love r/retirement. The ideas and different views that I have read are an unbelievable wealth of knowledge. I am 47 & starting to look to the future more closely now. I am retired from the milita...
A little over two years ago, I published Just Keep Buying: Proven ways to save money and build your wealth. Back then, it looked like my timing couldn't have been worse. The S&P 500 was 8% off its...
Here is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight...
Are there ever times when going all Roth isn’t the best strategy? How do you determine the break-even point on doing Roth conversions? That’s today on Your Money, Your Wealth® podcast ...
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age....
No two people spend or save the same way. What works for you may not work for someone else. But there are tried-and-true ways to save more and build wealth for retirement. Use the following 3 personal...
The conventional wisdom for older workers heading into retirement is that owning a house is a good thing. The property has no doubt appreciated over many years, adding to their wealth. But new researc...
Today’s post is written by Jeremy Zuke, one of my financial planning colleagues at Abundo Wealth. Jeremy achieved financial independence in 2022 and left a corporate marketing job to pursue work...