Long-Term Care Insurance Is a Poor Buy, CFP Says
Instead of long-term care insurance, better solutions include: saving and investing, life insurance and perhaps a trust.
Diagnosing the Four Biggest Financial Misconceptions of Dual-Physician Families
Managing the family finances is important for a family of two high-income (and highly taxed) earners.
Beat Inflation, Reduce Risk by Splitting Savings Among Safety, Safety-Plus-Growth, Growth Buckets
The right mix of growth, safety and safety-plus-growth-potential investments is determined by your risk tolerance.
Reducing the Risks in Flying Close to the Sun
By keeping some of your money in cash or cash equivalents (such as money market funds), you can reduce risk, stay flexible, and have more money to put into the market after a drop.
Five Questions to Ask About Your Financial POA
Just as you should update your wills and trusts to reflect new circumstances, make sure your financial POA is current, too.
Investments, Tax Reform and New Year
The myriad of competing opinions, available information and choices, complicates decisions when deciding the best methods to use when selecting investments.
Asset Location, Strategy to Cut Taxes, Is Often Overlooked
New tax law may call for tweaking strategy but probably not big changes.
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Affordable Care Act
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