Latest articles by Patricia Sklar, CPA, CFP®, CFA®
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Why Inheriting Money May Not Solve Your Problems
personal finance Without a financial plan in place, even millions of dollars can be wasted. Here are some ways to make certain that doesn’t happen.
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I Have a Financial Adviser. Is It Time for My Adult Children to Get One, Too?
personal finance When you’re young and broke, there’s not a lot of need for a financial adviser. But there comes a time when all that changes. Here are four tipping points where your children’s future wealth could get a boost from professional help.
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9 Questions to Ask Aging Parents About Their Finances
wealth creation Speaking to aging parents about money isn’t easy. Here are nine important questions to ask.
wealth creation -
7 Financial Don’ts for Every Millennial
Financial Planning Here are the seven things that millennials should absolutely stop doing to get their financial plans on track.
Financial Planning -
Time to Go on a Financial Diet? Get Your Finances in Great Shape
personal finance If you’re ready to get in the best financial condition of your life, here are some easy, sustainable tips to whip you into shape this year.
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6 Reasons You Should NOT Do a Roth Conversion
Roth IRAs Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone.
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Navigating a No-Bonus Terrain
salaries Six tips to keep your finances on track when the bonus you usually look forward to won’t be coming this year.
salaries
