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The Day After Retirement

Sr. Financial Advisor Neal Nolan ponders what the first day of retirement might feel like and offers advice to those making the leap.

The Importance of Beneficiary Designations

A beneficiary designation states to whom your assets will pass after your death. These types of designations are assigned to specific assets. For example, your employer’s 401k plan will have a beneficiary designation, which is separate from your personal IRA.

Tax Help for Growing Families

Having a child is one of life’s special events – but the cost of a growing family can also bring challenges to your life. Here are some ways that you can take advantage of tax breaks that come along with those extra mouths to feed.

Got Crypto? Then You Need a Digital Estate Plan …

The proliferation of online accounts and assets in the digital age makes planning for access and transfer of digital assets an essential part of any estate plan. With all due respect to Warren Zevon’s 1976 release I’ll sleep when I’m dead, tweeting once we reach our eternal slumber probably isn’t something on any of our

Taxes Are the Golf Balls of Personal Finance

For the professional golfer, hitting your ball into the water has its price: It can be embarrassing. The internet is littered with stories and images of PGA Tour players dropping their trousers to take swings at errant, but playable, shots that have landed in hazard areas. It can cost you a tournament. Greg Norman, the

Financial Lingua Franca

For anyone new to investing (and even for those who are not so new) the financial terminology used by investment professionals can be unfamiliar and a bit confusing. When you sit down with an advisor to discuss your investment portfolio, there are several words and phrases that are likely to arise.

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