The Benefits of a Wealth Management Relationship – Part 1, Ep #198
When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering…
Posts by Allison Berger
6 Critical Questions to Ask When You Inherit an IRA, Ep #197
So, you inherited an IRA–now what? In this episode, you’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA.…
Are You Making These IRA Beneficiary Mistakes? Ep #196
When was the last time you thought about your IRA beneficiary form? If you’re a Modern Family fan, you should enjoy today’s episode. Today, we’re diving in the mistakes…
How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194
You may remember estate law attorney Adam Tarsitano from episode 165 when we went over the importance of a professionally prepared estate plan. Since the summer is a good time…
4 Books to Add to Your Summer Reading List, Ep #193
With summer upon us, we’re sharing a few book ideas to add to your summer reading list. If you are looking to improve your financial life or just to enjoy…
When Are We No Longer Investing for the Long Term? Ep #192
Most of us feel like we have a sound process for investing, that is until curveballs are thrown our way. Then, emotions like envy, greed, and fear take over, making…
Ways to Prevent Taxes from Catching You by Surprise, Ep #190
Are you the type who loves surprises? One surprise you may not enjoy is having to pay more taxes than you anticipated. Since taxes are a necessary part of…
Intentional Giving: Framing Your Charitable Goals, Ep #188
As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate. Giving is incentivized through the tax code, so…
Financial Planning or Wealth Management? All the Small Things, Ep #187
Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there. But it’s often difficult…
Ways to Improve Financial Outcomes for Women, #185
As International Women’s Day [March 8th] approaches, we wanted to get together to explore ways to improve the financial outcome for women across the globe. The gender wage gap costs…
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We break down some of the most important questions we are asked on a regular basis.