Latest articles by Casey Robinson, CFP
-
5 Year-End Financial Planning Strategies for a Down Market
Uncertainty might make you want to stand pat instead of making traditional moves for the next year, but there are some things you can do to take advantage of a depressed market.
-
Are 1031 Exchanges Right for Me?
real estate investing There’s a possibility the tax-deferral benefit of such property exchanges could end for some high-net-worth real estate investors, so that could speed up some property owners’ decisions.
real estate investing -
How to Stay Flexible in Saving for Your Child's Future
college The college experience and career world are changing, offering parents and students alike new options to make it work.
college -
Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities
retirement Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves.
retirement -
Financial Strategies Many Married Same-Sex Couples Overlook
retirement From Social Security to estate planning and tax breaks, take a look at a roundup of the rich benefits that marriage can afford.
retirement -
What's an Alpha Manager and Why Do I Need One?
Financial Planning You've probably heard of an alpha wolf, but what about an alpha manager? This is the kind of financial adviser that everyone planning an estate should be working with.
Financial Planning -
The Bank of Mom and Pop: The Benefits Afforded by Intrafamily Lending
loans Sometimes skipping the costs and hassles of commercial bank loans can make perfect sense, saving the borrower some money and helping the lender with their estate planning goals.
loans -
How the Tax Cuts and Jobs Act Will Impact Tax Planning in 2019 and Beyond
tax planning Most taxpayers, as they get started on their 2018 taxes, are only now really grasping the effects of the 2017 law. Moving forward, there are opportunities and pitfalls to take into account for 2019.
tax planning -
Financial Tips You Can Learn from Millennials (Yes, Really)
Making Your Money Last Each generation seems to think the one that follows doesn't know what they're doing, but baby boomers who fail to recognize millennials' strengths could be missing out on some solid money and career strategies that they could benefit from.
Making Your Money Last -
Where Do You Fall Along the Wealth Continuum?
retirement Depending on how much money you have, you likely fit into one of three wealth categories. Each has its own special financial planning needs, and it's important to work with an adviser prepared to serve them.
retirement -
How Codicils Can Simplify Updating Your Will as Life Evolves
retirement Writing a will is probably not something you want to do more than once. So, if things have changed since you finished the process, and you don't want to start over, you could consider crafting a codicil instead.
retirement -
A Guide to the Softer Side of Estate Planning
retirement Once you've written your will, pat yourself on the back. Then get back to work to spell out your wishes on what could be far more important than how your assets are divided. Your family's harmony could be a stake.
retirement -
College Savings 101: Arguments Against 529 Plans and Alternatives That Might Work Better
Paying for College Before you pump money into a 529 College Savings Plan, make sure you have three important boxes checked. And even after you check those boxes, you might want to consider the alternatives.
Paying for College -
How to Avoid Being Robbed Blind After You Die
retirement Complex estates require multiple layers of protection, but even estates that aren't very complicated can be protected by using these four best practices.
retirement -
Why Wealthy Kids Don't Just Have It All Made in the Shade
retirement To set your children up for success, money isn't the only factor. Parents have some major money lessons to teach, or they risk a rocky wealth transfer.
retirement -
What Type of Trust Solution is Best for You?
retirement A trust is a valuable tool to leave a legacy and plan for taxes, but only if you set it up so that it works just as you intended. Unfortunately, people tend to make one very common, and basic, mistake.
retirement -
8 Reasons Why Your Estate Plan May Now Be Worthless
retirement Most people hate reviewing their estate plans, and I can’t say I blame them.
retirement -
8 Signs Your Estate Plan May Be Worthless
retirement If it's been a few years since you completed your estate plan, chances are your documents could need some serious updating. Here are some key areas of your estate where potentially perilous gaps can crop up.
retirement
