Retire Early and Invest Reduced Benefits
Our experts discuss a case study of an individual who is considering retiring early and investing her reduced retirement benefit.
Financial Decisions in Becoming a Stay-At-Home Parent
Our experts discuss a case study of a family considering transitioning to a one-income family with a stay-at-home parent once their child is born.
Vacation Homes: Common Luxury, Complicated Taxes
Our experts spend time on a case study about a couple who own several investment properties, and have one that may be able to be classified as a second home.
Considering a Reverse Mortgage
Our experts look at a situation where a widower is considering a reverse mortgage to help ensure his assets last through his lifetime.
Estate Reduction and Transferring Wealth
Our experts talk through a case study of an individual whose estate is beyond the federal estate tax exclusion amount and who wants to pass her wealth on to her heirs.
College Expenses—Where to Begin Before Saving
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.
Determining What A Business is Worth
As a small-business owner, it is in your best interest to discover the true worth of your most valuable asset through a business valuation.
What to Do Next After the Loss of a Spouse
Our experts explore a case study of a wife whose husband recently passed away. He handled all the financial responsibilities for the family, and now she needs to know where to start to stay on track with her own retirement plans.
Would You Trust A Robot With Your Money?
Our experts explore a case study of a do-it-your-self investor who is approaching retirement and is considering switching to a robo-advisor to manage his money.
Financial Future after Divorce
We focus on a case study of a divorcing couple that are defaulting to a 50/50 split of assets based on their current value. While it may be a 50/50 split today, it may not be an equitable division of assets in the near future.