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Explore: Financial Planning for Expectant Parents

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Net Unrealized Appreciation — Your Options

Stock

Individuals who own company stock in an employer-sponsored qualified retirement plan may be able to benefit from an Internal Revenue Service (IRS) tax rule that provides an additional distribution option for such a holding. According to Vanguard’s 2014 research on nearly 1,500 qualified plan sponsors, 15% of all plan participants utilize company stock in their employer’s qualified retirement plan. Continue reading “Net Unrealized Appreciation — Your Options”

Protecting an Investment in Jewelry

Jewelry

High-net-worth individuals often underestimate the value of their jewelry collection. Often, people do not think of jewelry as an investment, but view the purchase through an emotional lens. As more pieces are accumulated, the value of the collection can be quite significant. As a collection grows in value, it is important to review how you are safeguarding this asset.

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Estate Tax Versus Inheritance Tax — What’s The Difference?

Inheritance

One of the most important components of financial planning is ensuring a sound plan is in place for the transfer of an individual’s estate upon their passing. Several changes have been (and continue to be) made to federal and state laws that govern the transfer and subsequent taxation of estates in the United States, leaving many people feeling overwhelmed by the sheer complexities that exist. Continue reading “Estate Tax Versus Inheritance Tax — What’s The Difference?”

Top 5 Mistakes People Make in College Planning

The cost of education is rapidly increasing.  With student loan debt now being the second highest consumer debt category, trailing mortgage debt, the stakes of college planning are high and there is not much room for error.  Here are some common mistakes that parents make when planning for their children’s college education.

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Long-Term Care Insurance

Long-term

Individuals often overlook the importance of having a plan in place that will prepare them for a potential loss of independency. While it is true that the elderly are most prone to a decline in the ability to perform the daily functions of life, the chances of any individual (regardless of age) requiring long-term care in their lifetime are higher than you might think. Continue reading “Long-Term Care Insurance”

Renters Under Pressure Globally

Renters

Attempting to make comparisons between the structures of countries’ housing markets is a difficult task. Numerous elements must be considered, such as geography, government policies, and demographics, while analysis can be further complicated by an overall shortage of comparable data throughout various countries. Continue reading “Renters Under Pressure Globally”