Latest articles by Russ Hill CFP®, AIFA®
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Are Donor-Advised Funds the Best Charitable Giving Vehicle for You?
Tax Breaks DAFs can be a quick, easy and flexible way to achieving your family's philanthropic goals.
Tax Breaks -
Are Your Adult Kids Ready In Case Tragedy Strikes?
retirement A simple conversation can help protect and financially prepare them in the event of your sudden death.
retirement -
Harvest Your Tax Losses Throughout the Year
investing This investing move can lower your tax bill, but you need to understand all the rules and be disciplined with the strategy.
investing -
You've Recently Retired. Now What?
Financial Planning Shift your mindset from saving to—thoughtfully—spending.
Financial Planning -
3 Things You Must Know to Be Financially Literate
Financial Planning Everyone, especially young adults, should understand these big ideas on money, investor behavior and human capital.
Financial Planning -
How to Manage a Financial Windfall
Financial Planning These five steps can help you transform sudden wealth into enduring wealth.
Financial Planning -
10 Ways to Make Your Financial Accounts More Secure
Scams Cyber crime is proliferating; investment accounts are a big target. You can enhance your defenses with these best practices.
Scams -
Use the Holidays to Talk With Your Family About Personal Finance
retirement Tough topics -- such as advance directives and saving for retirement -- are best approached face to face.
retirement -
What Should Your Adviser Do in Times of Market Volatility?
Markets Positioning your investments—and educating you—to cope with all market environments should be Job One.
Markets -
10 Questions to Ask When Choosing a Financial Adviser
investing Seeking a long-term relationship? Getting these questions answered can help guide your decision.
investing
