Wealth Video and Blog Library

How To Allocate Assets Within Your Portfolio When You Retire?



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What’s the Best Way to Set Aside Funds for Future College Costs?

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ROBO vs. Human – Why Not Both?

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Reconcile This

Divorce is state specific unless the Feds want some of your marital money.  And they do.  Today, alimony (aka spousal support or maintenance) is deductible dollar-for-dollar on the front page of the 1040 for the person who pays and taxable to the person who receives it a few lines higher on the same page.  The…

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What Can You Do With an Inherited IRA?

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Finance 101: A Lesson in Helping your Student Pay for College

Your student is planning on following in your footsteps and will be receiving that admissions letter of acceptance sooner than you think. Blog | DYSNYD

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What’s the Deal with Robo Advisors?

Submitted by American Capital Planning If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but what exactly is the deal with Robo Advisors? It’s easy for the media to glorify, or even glamorize the idea of Robo Advisors, but robo…

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8 Tips for Finding Balance Between Work and Life

Submitted by American Capital Planning It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report an average work week of 47 hours and four out of 10 American workers say they work over 50 hours a week. Americans work an…

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Retire to Happiness – Tips to Thrive in the Next Chapter of Life

Resources: http://www.rwjf.org/en/library/research/2011/09/retirement-and-health-poll.html http://www.geoba.se/population.php?pc=world&type=15 http://www.nextavenue.org/the-secret-to-a-happier-healthier-life-just-retire/ https://www.ncoa.org/news/usoa-survey/2012-2013-results/ https://www.betterment.com/resources/retirement/planning-ahead/retiring-as-a-couple/ https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/publications/top10ways.pdf https://www.mysavingsatwork.com/atwork/1104818723638/1104818723684/1115701245945.htm http://money.usnews.com/money/blogs/on-retirement/articles/2016-05-16/5-secrets-to-happiness-in-retirement https://www.fidelity.com/static/dcle/welcome/documents/CouplesRetirementStudy.pdf *This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice…

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