Haley Tolitsky, CFP with Cooke Capital, discusses the components of an estate plan including wills, power of attorney, beneficiaries and other key elements of an estate plan.
The Opposite of FIRE
Kurt Wunderlich, CFA with Buckingham Strategic Wealth, discusses the FIRE Movement (Financial Independence Retire Early) and why it might not be for everyone.
Ask the Hammer: 401(k) Matching
Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer discusses 401(k) matching, contribution limits and over contributing.
What to Do with Your 401(k) When Leaving Your Employer
Dana Anspach of Sensible Money explains what to do with your 401(k) when leaving your employer.
How To Build A Financial Roadmap
Haley Tolitsky, CFP from Cooke Capital describes how people in their 20’s and 30’s and 40’s can build a Financial Roadmap and why you need one.
Reverse Mortgages
Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).
The Future of Wealth Management
Tony Davidow, author of a new book “Goals-Based Investing” discusses the future of wealth management, including fractional shares and Robo-investing.
Insurance Products – Such As Life Insurance & Annuities – Can Provide Tax-advantaged Investment Returns
Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.
Inheriting Your Spouse’s IRA
Bill Harris from WH Cornerstone talks about his book “Inheriting Your Spouse’s IRA.”
Ask the Hammer – Gifting vs Loaning Money to Family.
The Hammer discusses gifting vs loaning money to family members.