Choosing a Trustee: Navigating the Complexities and Key Considerations
Do I Need a Prenuptial Agreement?
Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
Understanding Senior Living Options with Beth Weeks
Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy
Maximizing Financial Growth: Insights on HSAs and Smart Investment Strategies with Shaun Eddy
Jewish Divorce Talk: Episode 4 - Financial Talk
Physician Employment Agreements: Focus on Financial Planning
TAKE A CHANCE ON ME! PART II - Embracing the Magic of Private Placement Life Insurance and Private Placement Variable Annuities
Financial Planning and Contract Negotiation for Female Physicians
Law School Toolbox Podcast Episode 294: Money Talk (w/Carrie Friedberg)
RETURN TO FOREVER - What Game Shall We Play Today?
HIPPER THAN HIP
Financial Planning For Health Care Professionals
NOWOTNY KNOWS SQUAT! Part 2 Using PPLI and PPVA Annuities to Raise Assets Under Management and Sell More Life Insurance
INTRODUCING MALTA SPLIT DOLLAR
Dividing retirement accounts during a divorce is already complex, but the process becomes even more complicated when you factor in market volatility.. Stock market fluctuations can dramatically change the value of retirement...more
As the end of 2024 draws near, it’s a great time to review your finances and prepare for a prosperous new year. Whether you’re cozying up by the fire or decorating with family, a little year-end financial planning can help...more
In late 2022, the federal government passed legislation known as the SECURE 2.0 Act. Provisions in this bill have made it easier for people to fund certain annuities that can delay taxes on their retirement funds until the...more
Estate planning in a digital world - Today, virtually everyone owns (or licenses) digital assets, from email and social media accounts to digital photos and videos to online banking and brokerage accounts. Unlike...more
Join the ACEDS DC Chapter for "Managing Finances During a Pandemic." Topics to Cover: - Overall market update during the pandemic - How to position your portfolio to better weather the storm - If in job transition,...more
A study from T. Rowe Price about 401(k) plan participants had some results that should really not shock anyone. The study showed that people who participate in 401(k) plans are more confident about their financial futures...more
Back in July, we discussed how Jed Clampett of Mama’s Fried Pies caused his VP of marketing Elly May to suffer exorbitant taxes due to a deferred bonus that he offered. This month, Jed finds himself again in the grease with...more
Whether you are financial advisor who is not in the 401(k) business and wants to be in it or you’re the financial advisor who wants to dramatically increase their small book of business, this is the perfect time. With...more
Over time, there are so many full time positions in the workforce that are as obsolete as the Atari 2600 in my garage. Many people remember the milkman or the diaper man who made deliveries or the woman who worked the...more