Category: Blog

Developing a Pension Maximization Strategy

This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]

By |2019-08-22T20:00:57+00:00August 21st, 2019|Blog|Comments Off on Developing a Pension Maximization Strategy

Single Life vs. Joint & Survivor Pension Payout Options

This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is [...]

By |2019-08-22T20:29:58+00:00August 20th, 2019|Blog|Comments Off on Single Life vs. Joint & Survivor Pension Payout Options

The PFIC Problem

Whether you are a young executive planning your first move overseas or a high-net-worth individual retiring in another country, there are many financial matters to consider when moving abroad. No matter how many years someone has spent outside the [...]

By |2019-08-14T19:46:08+00:00June 25th, 2019|Blog|Comments Off on The PFIC Problem

Five Common Questions on 529 College Savings Plans

Paying for college is one of the largest financial obligations for most parents. To make things more difficult, the cost of attending many public and private colleges has consistently increased at a rate above inflation for the past 30 [...]

By |2019-07-15T21:29:07+00:00June 1st, 2019|Blog|Comments Off on Five Common Questions on 529 College Savings Plans

Estate Planning in the Digital Age

You are likely familiar with traditional estate planning that utilizes documents like wills and trusts to dictate how your assets such as your bank and investment accounts, home, and personal belongings are distributed after your passing. But have you [...]

By |2019-08-15T20:37:49+00:00May 1st, 2019|Blog|0 Comments

Long-Term Care Insurance

On average, an American turning 65 today will incur $138,000 in future long-term care costs.1 One in seven adults will have a disability for more than five years, and the median annual cost of nursing home care in the US [...]

By |2019-08-15T20:40:51+00:00April 1st, 2019|Blog|0 Comments

Are Your Financial Decisions Rational or Irrational? – The Debate Between Mr. Spock and Homer Simpson

This may surprise you, but humans are not always rational in how we make financial decisions! In the past, economists thought that humans only looked at financial issues from an entirely rational perspective. However, in more recent years, a [...]

By |2019-07-15T14:33:40+00:00March 27th, 2019|Blog|Comments Off on Are Your Financial Decisions Rational or Irrational? – The Debate Between Mr. Spock and Homer Simpson