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The Big Baby Boomer IRA Mistake

The Big Baby Boomer IRA Mistake

Attention wealthy baby boomers with no kids. If you’re nearing or past the age of 60, there’s one small update you can make to your IRA that will cost you nothing, have no impact on your personal financial well-being, and will probably feel pretty darn good. And I’ll give you two good reasons ...
Pride In Your Investments

Pride In Your Investments

There’s a new investment that is likely to generate excitement in my community. It’s the first exchange traded fund (ETF) that invests in companies demonstrating the highest level of support for their LGBT employees. The fund is called the InsightShares LGBT Employment Equality ETF and its ...
A Kibosh on the Rainy Day Fund

A Kibosh on the Rainy Day Fund

Do you really need to have several months of expenses sitting in an emergency fund, AKA a rainy day fund, earning no real return? I have offered such advice for most of my clients for years, even while I personally don’t maintain one. If you hate the idea of having a large chunk of money not ...
A Win-Win for your Donor-Advised Fund

A Win-Win for your Donor-Advised Fund

If you’re charitably inclined and have a donor-advised fund (DAF), then you already know about the tax benefits. For me personally, I’m having one big regret about my own DAF – not the tax benefits of course (love those), but rather how I invest between the moment contributions are made into it
Separate Finances, Shared Expenses

Separate Finances, Shared Expenses

Late-in-life marriages (or partnerships), often result in a couple keeping their financial lives somewhat separate. Diane and Joe are a newly retired baby boomer couple, each in their second marriage. Everything seemed to be fine with their “yours and mine” approach to money, until Diane ...
The Almost-Retired Entrepreneur’s Free Tax Lunch

The Almost-Retired Entrepreneur’s Free Tax Lunch

Ray has enjoyed a successful career as a therapist, and recently celebrated his 60th birthday. He decided to slow things down and work a part-time schedule. And even though he doesn’t need any money from his IRA yet to support his lifestyle, he’s going to do just that. Why? Because it will ...