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2,507 results found
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How Advisors Keep Families From Feuding In Estate Planning Meetings
In popular culture, scheming family members often vie to inherit money from a rich relative. Tempers flare, fights break out and aggrieved plotters stew in anger. That level of drama rarely plays itself out in reality. Instead, advisors seek to bring families together to discuss estate planning in a calm, respectful ma
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How the SECURE Act Will Impact Retirement Savings
With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement. In today's do-it-yourself retirement savings world, we rely largely on 401(k) plans and IRAs. However, there are obviously flaws with the system because about one-fourth of working Americans have
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Preparing for the Worst: Retirement During a Recession
Every retirement story is different, but they all share a common theme of preparing for the unknown.
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How Trump’s Tariffs Impact Small Businesses And Entrepreneurs
The recent Trump administration’s tariffs are stirring the markets, causing some of the most pronounced volatility in market history. However, small businesses are not immune from the recent tariffs.
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A home equity loan could help you get the money you need for a renovation or emergency — here's how they work
Home equity loans allow homeowners to borrow against the value of their home. Many lenders will allow homeowners to borrow up to 80% of their home's current value. While home equity loans are often used to pay for home renovations, the money can be used in whatever way the borrower chooses. Sign up to get Personal Fina
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So How High Will Interest Rates Go? Not Really That High
It’s axiomatic that higher interest rates are no friend of stock prices, especially those of tech firms.
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Trump’s Tariffs: Four Things Small Businesses Can Do Now To Survive
New tariffs on imported goods could have a negative impact on small businesses. If your business relies on foreign-made products and parts, here are some ways to mitigate the potential effects
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Deciding What To Do With The 401(k)s You Left Behind
If you’ve changed jobs throughout your career, chances are you have at least one or two 401(k)s with former employers. If you’re like most people, you’ve probably been unsure about what to do with that money and just left it in the plans. Now that time has passed and your financial decisions are more deliberate, you ma
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In the COVID-19 Economy, Employers Should Be Prepared for Increased 401(k) Hardship Distributions
Article By Patricia A. Moran Mintz Employee Benefits Alert 401(k) plans must, by law, limit the circumstances under which plan money can be withdrawn by active employees. However, 401(k) plans can (and most do) allow in-service withdrawals in the event of an employee’s financial hardship. The COVID-19 pandemic is guara
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National Savings Day is Oct. 12: Things to Know Before Rolling Over Your 401(k)
National Savings Day is on Oct. 12, which serves as a strong reminder that building wealth is about more than just savings -- it’s also about making ...