The idea of needing a will and powers of attorney can seem outlandish if you’re young and in good health. I’ve written a good bit about cognitive biases, and although it’s not technically a bias,… Read More
Should I Make a Roth contribution or a Traditional IRA Contribution?
IRAs remain a great way to set aside funds for retirement, even though most people nowadays have access to a 401(k) or 403(b) retirement savings plan at work. One of the most common questions people… Read More
Financial Advisors: An Inheritance Investment Case Study
In last week’s post we outlined issues to consider when it comes to investing an inheritance. This week, we’ll look at a case study for someone receiving an inheritance. We believe financial advisors should keep… Read More
Obergefell and Financial Plans for Same Sex Couples
Over the years, we’ve worked with a number of same sex couples. Many have been together for years, some are married and yet until the recent Supreme Court decision, their plans often differed markedly from… Read More