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cybersecurity

Identity Theft Prevention & Cybersecurity Best Practices

Years ago, careful watch over your wallet and important documents was sufficient protection against identity theft and fraud. Unfortunately, those ...

margin

The Many Uses of Margin Loans

Margin refers to an investor’s use of leverage relative to his or her own assets. In other words, it’s “borrowing ...

taxation benefits

Taxation of Benefits When States of Employment and Domicile Differ

For many, working in one state and living in another is a common situation. For example, a 2017 report cited ...

donor advised funds investing

What Should I Do With My Old 401(k)?

It’s a question that comes up often – what should I do with my old 401(k)? There is no one-size-fits-all ...

property ownership

Basics of Property Ownership

The way in which you hold title to your assets can have a major impact on your estate plan. Different ...

401k contributions

What is a Revocable Trust?

A Revocable Trust – sometimes referred to as a “Living Trust” – is a lifetime trust that can be amended ...

end life planning

The Basics of Estate Planning

Lifetime and testamentary planning Contrary to popular belief, estate planning typically involves more than just signing a Will. It generally ...

female advisors

Planning Considerations for Millennials

Below, I explore some common planning considerations and issues that I encounter on a regular basis when working with clients ...

behavioral finance

Our Habits Matter

My five month old daughter is just beginning to understand the concept of cause and effect. She is learning that ...