Donor-advised funds, which are increasingly popular vehicles for charitable and tax planning, could face new restrictions thanks to a recently introduced U.S. Senate bill. But even if the bill becomes…
AdvicePeriodDecember 6, 2021
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When adults step in to help their aging parents, they can pay a steep cost, both financially and emotionally. But getting organized, enlisting help, and even redefining the work can…
AdvicePeriodNovember 15, 2021
The financial media loves to lionize investment professionals who outperform the stock market. Never mind that almost no fund manager has sustained their edge for any length of time; those…
AdvicePeriodNovember 8, 2021
The impact of the pandemic, along with current historically low tax rates, makes 2021 an opportune time to consider converting a traditional individual retirement account (IRA) to a Roth IRA.…
AdvicePeriodNovember 1, 2021
At AdvicePeriod, we appreciate the fact that as a wealthy individual, your personal finances are similar to those of a business: substantial and complex. Managing the financial details of multiple…
AdvicePeriodOctober 19, 2021
We recently wrote that the House of Representatives’ new tax blueprint would jeopardize estate planning techniques that wealthy families have long relied upon. But the House proposal sharply increases income…
AdvicePeriodOctober 4, 2021
Last week, the House Ways and Means Committee released the first draft of a major tax bill, and it contains sweeping changes that should concern wealthy households. The proposals are…
AdvicePeriodSeptember 20, 2021
There’s a reason financial scammers so often prey on older people: Compared with the general population, they’re likely to have more money, to be more socially isolated, to suffer from…
AdvicePeriodAugust 26, 2021
Should you keep your money in the stock market, or even add money when the major indexes are near all-time highs? It’s a question many investors are asking right about…
AdvicePeriodJuly 22, 2021
