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Financial Planning

Get started on year-end investment moves

A midyear Money Talk Podcast offers tips on preparing for year-end moves that can benefit investors. […]

Guarding wealth against elusive decline

By Joel Dresang
Researchers have found that many investors fear mishandling their wealth amid the cognitive deterioration that accompanies old age. And while a seemingly easy solution is to designate someone you trust to take control for you before you lose it, like King Lear, the tricky point is timing. […]

Heaven can wait: Early inheritance

By Joel Dresang
Another reason for investors to plan ahead is to figure out if they can afford “giving while living” – passing along inheritances in advance of death. […]

Inoculations to protect against scams

Research suggests a way consumers can wise up to scams. […]

Make plans, don’t keep them a secret

By Joel Dresang
The thought that startled me early that morning of the funeral was that if something happened to my wife and me on our drive, our children might not know how to access our plans for how our assets should be distributed. […]

Staying alert to fraudster red flags

“The next morning, the client called back to ask what was going on. She had no idea her email had been compromised and had definitely not requested the funds.” […]

Like pulling teeth: Scrutinize your bills

By Joel Dresang
I’ll spare you the details of my misadventures with dental billing. The bottom line: Review your account statements regularly, and speak up about anything amiss. Considering all your effort to earn, save and invest money, you owe it to yourself to scrutinize how it’s spent. […]

Withdrawals required on inherited IRAs

The Internal Revenue Service has clarified how it will tax individuals who inherited traditional IRAs in 2020 or later, though it is forgiving those who haven’t complied with its new rules in 2021 and 2022. “It is complicated,” said Art Rothschild, who advises affected individuals to see a qualified tax professional. […]

Gratitude is an enriching attitude

By Joel Dresang
Research attests that gratitude can help us be healthier, calmer, better rested, more accomplished — even richer. […]

Inflation can cut both ways for retirees

By Joel Dresang
The good news about the highest inflation in 40 years is generous benefits boosts to retirees and those saving for retirement. Both Social Security and the IRS are adjusting allowances in 2023 that should help tens of millions of Americans. […]

Plan now for year-end investment moves

A special Money Talk Podcast explores how investors can help themselves now with year-end transactions and paperwork by having conversations with their advisors about such concerns as capital gains and losses, charitable giving and estate planning. […]

Unretirement: Part of retirement planning

By Joel Dresang
In 2008, I was asked to write an essay for what was to be a sort of retirement keepsake. The book was to celebrate Brett Favre, the Green Bay Packers quarterback, who had just retired after 17 seasons. But of course, then Favre unretired. […]

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