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Are you feeling stuck in the middle, managing the twin challenges of personal family business matters and raising your children while also caring for elderly parents? You’re not alone. Millions of Americans are members of the so-called “sandwich generation”—people who ...

The holidays are the season of giving. This year, that could include giving certain types of assets to your children and grandchildren so that your family can enjoy a lower overall tax bill. Shifting income to family members who are ...

Life Settlement: A Smart Financial Business Decision Those in the financial and wealth management world know that life insurance policies are taken out for a variety of reasons. The policy could serve to cover a mortgage or buy out a ...

What’s your dream retirement destination? Whether you envision staying close to family and friends, downsizing to a condo in the city or perhaps even retiring abroad, you need to think about what you can do today to help you get ...

If you’ve decided that now is the time to shift assets from a traditional IRA to a Roth IRA, you face an important decision in learning how to make your retirement last. Who will you name as the beneficiary of ...

Different types of investments are treated differently by the IRS – Proper Asset Location of Stocks, Bonds, Real Estate and Hard Assets, which is why proper asset location is an important strategy to implement in order to minimize the tax that ...

The Problem with Annuities Are annuities a good vehicle for investment and retirement planning? It depends on who you ask. While annuities offer the promise of a guaranteed income for life, they’re not always all they’re cracked up to be. ...

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