AdvicePeriod, Author at AdvicePeriod

Wealth Planning

Make Social Security Strategy Part of Your Wealth Plan

Social Security can feel like a financial footnote for wealthier individuals and couples. But while the federally provided benefits may seem trivial alongside other assets, they can easily exceed $1…

AdvicePeriodSeptember 26, 2022

Estate Planning

How to Protect Your Wealth from 4 Key Risks

One of the great rewards of financial success is having confidence that you can fund big, fulfilling plans, like buying a vacation house, having a comfortable retirement, supporting people and…

AdvicePeriodAugust 17, 2022

Retirement Planning

5 Factors That Can Derail a Golden Retirement

Whether you’ve dreamed about retiring to a sunny location with a beach or have decided to stay put to be near family, as you save for the retirement you’ve always…

AdvicePeriodAugust 17, 2022

Taxes

Tax-Advantaged Strategies for Funding College

When it comes to paying for college for kids or grandkids, wealthy families often have the luxury of simply writing a check and not worrying about financial aid or loans.…

AdvicePeriodJuly 26, 2022

Investing Taxes

Trim Your Tax Bill With Tax-Loss Harvesting

Nobody likes investment losses, but they come with a silver lining: They can help you slash your tax bill. The tax code allows investors to use losses realized when investments…

AdvicePeriodJuly 26, 2022

Life Insurance

How to Use a Trust Strategically to Shield Life Insurance Policies

Life insurance can be a key financial asset for families, so much so that policies are often placed in a specialized type of trust called an irrevocable life insurance trust…

AdvicePeriodJune 23, 2022

Sudden Wealth: How to Make It Count

Coming into substantial wealth—whether through an inheritance, business sale, large severance package or other means—can mean a lifetime of financial security and the freedom to pursue your dreams. But failure…

AdvicePeriodMay 16, 2022

Taxes

Discover the Advantages of Year-round Tax Planning

April has come and gone, and, assuming you’ve filed your taxes on time, you can forget about the IRS for a whole year, right? Actually, to effectively preserve and build…

AdvicePeriodMay 15, 2022

News

Don’t Avoid “The Talk” About Inheritance

U.S. households are in the midst of an astonishing wealth transfer: over the next 23 years, $84.4 trillion will be transferred to heirs and charities.1 In too many cases, though, estate…

AdvicePeriodApril 18, 2022

News Taxes

Tax Advantages of Roth IRA Conversions

No one likes paying more taxes than necessary. When it comes to retirement investment accounts, one way to potentially pay less over the long run is to convert a pre-tax…