Financial Planning Tips for Non-US Citizens Living in the US If you or your spouse are non-US citizens living in the US, you face a number of significant financial...
Cash Flow and Retirement To make your savings last, consider phased retirement Approaching retirement age? Help extend the life of your savings by considering phased retirement.
Education Funding Repayment plans can ease the pain of student loan debt These days, many student loan debtors are struggling to keep up with payments. But do you know the federal...
Business Solutions Are business loans between family members a good idea? In these challenging times, business owners may be eyeing family members as a source of capital. But if family...
Financial Planning Moving to Another State: What You Should Know before Calling a Realtor With taxes in the news, many have been looking for more ways to minimize their current tax liabilities. Moving...
Investment and Asset Management Tax-Loss Harvesting: Decreasing Your Tax Liability While Enhancing Your Portfolio Tax-Loss Harvesting is a strategy that can be used to offset the gains you’ve achieved and perhaps reduce...
Investment and Asset Management Does your portfolio pass the “what if” test? To expose any potential weaknesses, investors might want to perform occasional “stress tests” on...
Education Funding Cradle to college Parents who want their children to become responsible adults should start their fiscal education early. By the...
Financial Planning Making financial plans? Get your assets appraised For hard-to-value assets such as closely held businesses, real estate and art, a professional appraisal may be...