Money Matters: Secure Act 2.0 & Stock Dividends
In this month’s edition of “Money Matters,” Scott discusses stock dividends and the tax implications of the recently passed Secure Act 2.0.
Read MorePension Plans: Choosing a Lump-sum Distribution
There are numerous factors to consider before choosing a pension plan lump-sum distribution. Learn more about the benefits and risks to lump-sum distributions, and the many factors you should consider before choosing a lump-sum distribution.
Read MoreEquity Compensation Plans: Pre-IPO Companies
Equity compensation plans can offer potential financial benefit, but they are complex—especially when combined with your unique financial situation and goals. Learn more about how you can maximize equity compensation plans from pre-IPO companies.
Read MoreEquity Compensation Plans: Publicly Held Companies
Equity compensation plans can offer potential financial benefit, but they are complex—especially when combined with your unique financial situation and goals. Learn more about how you can maximize equity compensation plans from publicly held companies.
Read MoreRoad to Retirement: Endowment Spending Policy & Dividend Income
In my years of working directly with clients and in teaching retirement planning to financial professionals, I’ve studied retirement income planning methodologies extensively. Thornburg Investment Management has researched an approach on how to develop an “Endowment Spending Policy” in retirement, and in this webinar, I talk with Andrew Rice, Director of Advisor Solutions at Thornburg, about their findings on how to structure your assets for a successful retirement.
Read MoreMoney Matters: 2023 Financial Outlook & Stock Market Predictions
In this month’s edition of “Money Matters,” Scott discusses why investors should not rely on so-called “expert” financial forecasts from anyone. He explains some financial strategies for long-term financial planning to help individuals achieve their financial goals without depending on what might happen in the market.
Read MoreWealth Transfer with Family Holding Companies
Scott Oeth, CFP®, and Leslie Geller, JD, LLM and Sr. Wealth Strategist at Capital Group, discuss family limited partnerships, a niche, but powerful, advanced financial planning technique.
Read MoreCash Balance Pension Plans as Tax Shelters
Jason Bolstad, Plan Design Consultant with Tax Sheltered Consultants, joined me to discuss how cash balance pension plans can provide a super tax shelter and rapid wealth accumulation for certain business owners.
Read MoreTop Year-End Tax-Planning Strategies
Mark Gasner CPA, CFP®, joined our internal wealth strategy team for a fast-paced roundtable covering some of our favorite tax-planning strategies. We discussed a variety of tax moves, which may be available to enhance your financial plan and minimize “tax drag” on your assets, as well as investment-related tax strategies, filing tips, effective gifting to family and charities, and tactics for business owners and executives.
Read MoreMoney Matters: Holiday Financial Planning & Gift Giving
In this month’s edition of “Money Matters,” Scott discusses keeping your finances top of mind during the holidays, so people don’t overextend themselves. He gives several examples of gift-giving ideas that won’t break the bank and will leave long-lasting memories. Scott also covers the parameters surrounding gifts of money, property, and other financial gifts.
Read MoreDoes Having More Money Equate to More Happiness?
Can money actually buy happiness? Studies show that more income can be tied to more happiness if you spend money more intentionally to increase your happiness. Find out if you’re spending your money in a way that will make you happiest.
Read MoreEmployee Stock Ownership Plan (ESOP) Tax Advantages
Scott Oeth, CFP® and Steve Storkan, CFP®, Executive Director of The Employee Ownership Expansion Network discuss how Employee Stock Ownership Plans ("ESOP") can allow for a tax-advantaged transfer of ownership from a business founder to the employees. This is a valuable conversation of a niche topic that is most applicable to business owners considering exit strategies.
Read MoreCapturing Time
If you could have more time or more money, which would you choose? Did you know the desire for more time over more money is linked to greater happiness? Find out how you can buy more time and take better advantage of the time you do have.
Read MoreDangers of Concentrated Stock Positions
Not every concentrated position needs to be sold off, but, in most cases, it is important to recognize the value of a well-rounded approach. Plus, one of the biggest concerns investors have about concentrated stock is taxes. Selling isn’t your only option. Learn more about the dangers of a concentrated stock position, and strategies to consider to help maximize your financial situation.
Read MoreTax-Advantaged Charitable Giving Strategies
Scott and Prof. Russell James, J.D., PhD, CFP®, one of the nation’s leading experts on charitable giving and philanthropy (as well as an entertaining presenter) discuss top tax-advantaged ways to help your favorite causes.
Read MoreMoney Matters: Tales from the Cryptocurrency Crypt
In this month’s edition of “Money Matters,” Scott discusses tales from the cryptocurrency crypt. He looks at the short history of cryptocurrency, the extreme financial volatility in recent weeks, including its near-collapse, and cautions everyone to be wary of investments that come with a celebrity endorsement or the phrase, “This time it’s different.”
Read MoreThe Psychology of Financial Windfalls
How do you treat money windfalls? Large or small, money that falls into your hands can easily fall right back out again if you don’t consciously think about how you’ll use it. Whether it’s an inheritance, stimulus check, or a $20 bill you found on the ground, learn more about how you can make the most of unexpected money that finds its way into your pocket.
Read MoreThe Cortisol Effect
The human brain has a documented and reliable response to fear, including the release of cortisol into our bodies. Cortisol can put you in fight or flight mode—potentially wreaking havoc on your long-term investment strategy. The good news is there are things you can do to shut down the cortisol effect.
Read MoreRelocation Planning: State Tax Issues to Consider When Moving to a New State
Relocating isn't just for retirees anymore. In this webinar, a group of advanced planning experts from across the tax, legal, and wealth management spectrum join me to discuss key relocation tax planning and financial strategies and considerations.
Read MoreMoney Matters: Managing Your Money During a Recession
In this month’s edition of “Money Matters,” Scott talks about how to manage your money during a recession and tactics you can implement to help safeguard your finances.
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