Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....

Why Having A Plan For Those With Special Needs Is Important (30:41)

November 6, 2018
One in eight people are related to someone with special needs, according to  Pew Research Center . There is...

A Health Savings Account…Is It Right For You? (22:07)

September 5, 2018
For years, HSAs were thought of as “the cheap insurance” because consumers paid more out-of-pocket expenses, which resulted in...

Can Money Buy Happiness? (22:57)

June 12, 2018
In our podcast,  Can Money Buy Happiness? , host  Brian Leitner  and guest  Dr. Elizabeth Dunn , a professor...

Protecting Assets Using a Domestic Asset Protection Trust

July 11, 2017
As uncomfortable as it may be to think about, asset protection planning for divorce is an important consideration for...

Early Retirement: How Early Is Too Early?

June 8, 2017
Many people wish to retire earlier than they originally expected. However, retiring early can have tax consequences. How early...

How To Disinherit Your Children Without Even Trying

December 2, 2016
What if you accidentally disinherited your children? It happens more often than you might think. Read the fictional scenario...

Behavioral Finance: Tips for Overcoming Irrational Financial Decisions

February 5, 2016
According to one well-regarded study 1 , nearly 50 percent more people participated in their employer’s 401(k) plan when...
Exchange Fund, Wealth Planning

Exchange Fund

November 11, 2015
An exchange fund allows an investor with a concentrated equity position to invest in a more broadly diversified portfolio...

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