Expert Articles


Jun
2016

4 Ways to Help Your Children Build Credit

Raising children is full of challenges — finding the right schools, supporting sports and activities, learning to drive, summer jobs, and saving for college are just some of the concerns that many parents keep near the top of their to-do lists. Sometimes that means things like building good credit get lost in the shuffle. Here are 4 tips for helping your children build a sound credit history with the understanding of how to manage debt wisely.

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May
2016

Integrating Newlyweds' Finances into the Family Financial Plan

Handing your child off in marriage is a momentous occasion filled with emotion. But it is also the beginning of a new legal contract for your son or daughter with another person. Having your wealth advisor explain all the potential property issues and nuances of future tax and estate planning needs may very well be the best wedding gift you can provide.

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Apr
2016

5 Ways for Planning Long-Term Care Expenses

We are living longer. That means most of us will likely need some long-term care during these added years. In considering later life’s possible care costs, it is prudent to ask whether a long-term care insurance policy could help. Unfortunately, the answer is not a simple yes or no.

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Nov
2015

5 Tips for Keeping Property Taxes Down

Property taxes in many areas of the country are a significant expense. Real estate owners or investors need to understand the system in the area where their property is located so they can do what is necessary to keep this expense low.

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Nov
2015

Can a Property Manager Control the Hidden Costs in Real Estate?

Many property investors often choose to take on the role of property manager and handyman themselves in order to keep costs down. This strategy frequently backfires though for many reasons. Hiring an experienced property manager allows that person to use his unique set of skills to avoid the hidden costs in real estate that outweigh the personnel costs and allow your investment to reach its planned returns.

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Oct
2015

When Composing 401(k) Plan Menus, How Much is Too Much?

When it comes to implementing investment menus for 401(k) plans, the phrase “less is more” really rings true. And, while the overall trend in number of choices is down, there are still companies offering 35 (or more) fund options to their employees. But presenting such a large number can have negative affects to the plan.

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Sep
2015

Are Your 401(k) Plan Fees Reasonable?

Administering a 401(k) plan for your company is not an easy job. There are a host of requirements that you as a plan fiduciary must comply with. One of those key requirements is to ensure that any fees associated with the retirement plan be considered “reasonable."

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Aug
2015

Providing Financial Support to Guardians

You selected your guardian because you were confident that he or she could meet the position's personal and legal requirements. In asking so much of your guardian, you must ensure that the individual has the wherewithal to meet the future financial needs of your children or special-needs relatives.

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