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Could You Need a QTIP Trust?
Could You Need a QTIP Trust?
Though oddly named, a QTIP trust is used by many wealthy couples to protect their assets and provide for the surviving spouse. The catchy QTIP acronym
DOL Fiduciary Rule Kicks in June 9 – Advisors to Retirement Investors must be Fiduciaries or Face Penalty
DOL Fiduciary Rule Kicks in June 9 – Advisors to Retirement Investors must be Fiduciaries or Face Penalty
The Department of Labor’s Fiduciary Rule will officially kick into effect on June 9, 2017, with full implementation by January 1, 2018. As of June 9,
What Happens to Funds Left in Your HSA?
What Happens to Funds Left in Your HSA?
Before diving in, we’ll start with the basics of a health savings account, or HSA. A health savings account offers those who have health insurance wit
Digital Assets and Your Estate Plan
Digital Assets and Your Estate Plan
In today’s high-tech world, technology has produced a new form of property that we need to think about in our estate documents. Digital assets are now
Strategies for Maintaining Your Wealth while Giving to Charity
Strategies for Maintaining Your Wealth while Giving to Charity
Some potential charitable donors are faced with quite the dilemma: how to give to charity while still maintaining wealth and financial security for th
Behavioral Finance - When Perception is Deception
Behavioral Finance - When Perception is Deception
According to conventional, or modern, financial theory, people are generally rational and predictable investors. Some popular conventional finance the
Reasons Not to Invest in the Last 50 Years
Reasons Not to Invest in the Last 50 Years
How Does a 529 Plan Affect My Taxes?
How Does a 529 Plan Affect My Taxes?
For those of you who have 529 plans, you may be asking how your contributions to the plan will affect your tax return. While for the most part they&rs