Financial Advisor Blog

Topics include sudden wealth, retirement planning, personal and business finance.

All About Opportunity Zones: The 1031 on Steroids

 Looking for a brand new tax-deferred or potentially tax-free investing opportunity? Bruce Stachenfeld, one of the nation’s preeminent real estate attorneys, calls it the 1031 on steroids. Find out why in my recent interview with Bruce, and read the full transcript of below. Need additional resources on opportunity zones? Download the two whitepapers Bruce references…

Finding A Balance Between Education and Retirement Funding

Your child’s future success might encourage you to pull out all of the stops when it comes to funding their education, but you still need to take care of yourself. Saving for retirement or your child’s education is an ongoing debate many parents face throughout their lives, but it’s important to strike a balance between…

Want To Increase Your Returns & Truly Grow Your Wealth?

Too often I see investors fall prey to the same costly mistakes that prevent them from truly building wealth. Once you learn about these risks, you’ll be able to identify them, understand how to avoid them and rise above the average investor. Are you ready to get started? I’ve created a free, six-day video boot…

6 Ways to Save on Your Monthly Expenses This Year

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Even though spring has already passed and summer is practically here, you can still come up with some cost-cutting measures for 2018. Saving money is a year-round activity, and if you dig deep and are willing to sacrifice a little, there are always savings to be found – sometimes in the unlikeliest of places. One…

Video: How Do Actively Managed Mutual Funds Stack Up?

Video: Tune out the Noise

5 Retirement Considerations After a Divorce

Divorce wrecks a lot of things, and your finances are often one of the biggest. Even worse, the financial impact of divorce isn’t limited to those first few years where you’re trying to live on an individual’s salary after years of sharing expenses. Divorce can also seriously impact your retirement from a number of angles.…

Tax Preparation Checklist: Lessons from Your 2017 Tax Return

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The latest contribution to the CFP Board’s LetsMakeAPlan.org blog offers insights into the lessons we can learn from our 2017 tax return. While we have all our tax forms and documents handy, this is the perfect time to analyze last year’s finances and prepare for the big changes that will occur in the years to…

A Roadmap for Insurance Claims after a Natural Disaster

After the winds end and the waters recede, people affected by the two monster hurricanes in the southern United States will need to move fast, keep records and become their own advocates if they are to recover financially. Many people whose property has been damaged by a flood learn quickly that standard homeowners’ policies cover…

Low Volatility Market: Ways to Reduce Risks That Persist

Economic Update Stocks

If you’ve been thinking that not much is happening in the market lately, you’re right. Through the first seven months of the year, none of three major stock market indexes has fallen by more than 5 percent. And one gauge of market movement, the CBOE Volatility Index (VIX), which measures investors’ expectation of the ups…