Latest articles by Matthew Helfrich, CFP
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You May Be Worrying About the Economy Too Much
economy Buck up. Yes, we are facing some crises right now, but once you put things into perspective, you’ll see things may not be as bleak as you fear.
economy -
Potential Tax Changes Pressure Business Owners to Make Big Decisions
small business With the possibility of tax increases on the horizon, some business owners may be considering pushing up their plans to sell or transition their companies. Here are some things they should think about first.
small business -
Help! I Can’t Afford to Sell My Business
small business Even if the deal sounds good on the surface, the effect on your personal finances may shock you. If so, you have options.
small business -
Financial Opportunities for Wealthy Families During the Coronavirus Crisis
personal finance Making smart decisions in times of panic isn't easy, but those who keep cool heads, follow the plan and take some calculated steps could help grow their wealth for generations to come.
personal finance -
Parents Who Pay for Everything Shortchange Their Kids
retirement We've gone from being Helicopter Parents to Bulldozer Parents, who annihilate all obstacles in our kids' paths. And what do kids learn when we take care of everything in their financial lives? Certainly not independence.
retirement -
Planning for Retirement? You're Probably Underestimating Your Spending
Making Your Money Last It's only too easy to overlook several expenses when you sit down to add up what you need for a happy, healthy retirement.
Making Your Money Last -
What Steps Should You Take Before You Buy or Sell a Business?
business Given today's feverish market, some people are rushing through transactions and skipping critical parts of the process.
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Are You Hiding Symptoms of Poor Financial Health?
Financial Planning Some things aren't easy to talk about with your financial adviser, like a half-baked restaurant venture or that exorbitant vacation home. But if you hold back, you’re just shooting yourself in the financial foot.
Financial Planning -
To Prepare Your Heirs for Future Wealth, Don't Hide the Truth
retirement Parents' instincts to protect their children can cause them to hold back on some important truth-telling about the kind of inheritance they might expect, but that could be a big mistake.
retirement -
Is Your Insurance Hurting You Instead of Helping You?
insurance If you’re not careful to buy the right kind of insurance, keep it in the right place and pay for it in the right way, your good intentions could end up working against you.
insurance -
Is Your Adviser an Investment Manager or a Life Coach (or Both)?
Financial Planning If your finances are complex or you're having a tough time clearing a path toward your goals, you might need more help than a traditional financial adviser typically provides.
Financial Planning -
Growing Up Rich Can Set Grandchildren Up for a Fall
retirement Lifestyles of the rich and famous don't come cheap, and grandchildren who get used to the perks may be in for a rude awakening down the road. Here are two reasons why.
retirement -
Before You Buy That Jet: Considerations on Big Purchases
spending Want to buy a plane? How about a vacation home? Keep in mind that with decisions on big purchases, the initial price paid is just the tip of the iceberg.
spending -
Inflation is Coming: Why Your Wallet May Take a Hit and How to Protect Yourself
spending Rising prices can sneak up on you, eating away at your wealth over time in a serious way.
spending -
Your Kid Wants Help Starting a Business? Be Careful
business Even when it’s family, or maybe especially when it’s family, you must treat such a proposition as strictly business. Get answers to these 4 questions to avoid risking it all.
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Getting Remarried? 5 Financial Steps to Take Before Tying the Knot (Again)
retirement The stakes can be higher for a second marriage, because you probably have built a more established career, have amassed more assets and possibly some children as well. So be prepared before you set foot down that aisle.
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New Baby on the Way? The 8 Financial Steps You Should Take to Prepare
investing Congratulations! Now get busy. From health insurance to car seats, here's what expectant parents should do to get ready for their new arrival.
investing
