Tag: Financial consulting
Op-ed: Here’s why estate planning is a gift for your family
Just hearing those words " estate planning " makes most people zone out, as it's tied to the end of their mortality, a...
What it would cost to live like the ‘Home Alone’ family...
Home Alone (1990)20th Century FoxThe classic Christmas movie "Home Alone" tells the improbable tale of a family who leaves their 8-year-old son home...
That Roth IRA conversion comes with a tax bill — here’s...
Srdjanpav | E+ | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business.When a Roth conversion is...
Here’s what to know before taking your first required minimum distribution
Grace Cary | Moment | Getty ImagesAfter decades of building your nest egg, you will eventually have to start taking required minimum distributions,...
You could score a tax break by gifting crypto to charity...
Hispanolistic | E+ | Getty ImagesIf you're planning a gift to charity this holiday season, you could score a tax break by donating...
Investors’ crypto donations to charity skyrocket. Why it can be ‘hugely...
Artistgndphotography | E+ | Getty ImagesThere's soaring interest in donating cryptocurrency to charity as digital currency investors seek to maximize their tax break...
This factor can get your mortgage application denied — even if...
Fotostorm | E+ | Getty ImagesIf you need to get a mortgage to buy a house, make sure your finances are in order...
‘Everyone wins except the IRS’ with this legal charitable donation strategy,...
Medianews Group/orange County Register Via Getty Images | Medianews Group | Getty ImagesIt's easy to swipe your credit card or send a check...
What investors can learn from the S&P’s performance after presidential elections...
U.S. President Joe Biden meets with President-elect Donald Trump in the Oval Office at the White House in Washington, U.S., November 13, 2024. Kevin...
56% of Americans say their parents never discussed money with them....
10'000 Hours | Digitalvision | Getty ImagesAs families gather for Thanksgiving this year, money is one topic that likely won't be discussed.Yet experts...
