Topics
Topic:
Wealth Management and Financial Advisors
-
The Benefits of Donating Highly Appreciated Investments
What most People don’t know is the method you use to donate can make a big difference to the amount of money you’re giving to the charity as well as maximizing the amount of tax savings to you, the donor. David Garcia, CFP, CFA, and Partner at Evensky & Katz / Foldes Financial reviews strategies…
-
I’m a 57-year-old nurse with no retirement savings and I want to retire within seven years. What can I do?
I am 57. I have saved nothing. It always seemed like there would be time but…here I am. I’m a Registered Nurse and make $80,000 a year. I’m thinking I could work the next 10 years and save half my salary — five more years full time and two more years part time, at which…
-
LTC – To Buy or Not to Buy?
The decision on whether to buy long-term care insurance vs. self-insuring is a question many clients ask. If you can afford to self insure based on your planning, then the choice boils down to whether you would like to retain the risk or share the risk with an insurance company. The goal would be to…
-
Hurricane Season: Home, Family, and Financial Planning Tips
While the last year of COVID-19 is still fresh on our minds, unfortunately, hurricane season is just around the corner. Being prepared early while you have the time can save you the stress of having to panic when a storm is right around the corner. As we all recall the run on several items at…
-
Umbrella Insurance – Do I Need It?
You might think your home and auto insurance offer more than enough coverage, but if you’re wrong, one very bad day could wipe out your wealth. That’s what an umbrella policy is designed to prevent.
