Can you protect your portfolio from the proposed tax increases? Jeremiah Barlow says that while the final details of the American Families Plan remain uncertain, there are a number of options to consider now. Bitcoin is being taken more seriously by investors. But there’s still a great deal of risk involved, as the Schwab Center for Financial Research explains. Illness in retirement can derail the best laid plans. A Certified Financial Planner shares the lessons she learned when the plans for her parents went awry.
Key Financial Planning Considerations For Current Tax Reform Proposals — The proposed tax changes in the American Families Plan are significant. While the plan is still a proposal and many specifics are scarce, advisors and tax planners should not be complacent. The following options can be key for client estate, tax and financial planning conversations in the meantime. Read more…
Bitcoin FAQs — Bitcoin and other cryptocurrencies have been getting a lot of attention lately, as Bitcoin millionaires gain and lose millions quickly. Investors have a lot of questions, many of which are answered here by Charles Schwab. Read more…
Preparing For Unexpected Illness In Retirement — Long-term illnesses and unexpected events can derail retirement plans. Here are five important lessons one financial planner learned from assisting her own parents in their later years as they dealt with Alzheimer’s and mobility issues. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller