Personal Finance

By Joseph P. Nicola, Jr. By now, most individuals are aware of the economic downturn that has gripped the nation and the world since early-2008.  ...

By Lauren A. Irwin-Szostak Every day, there’s another headline about the fallout from the declining economy. Record home foreclosures. Bank failures. Rising consumer debt. Now, ...

By Michael Nissenbaum, CPA. Once seen as impervious to the global financial crisis, physicians have now begun to feel the brunt of the economic downturn.  ...

If you’re looking for a smart way to reduce investment volatility while still retaining profit potential, then consider the advantages of asset allocation.

Perhaps the most simple advice in a period of market decline revolves around asset disposition planning.

Start with a money mission statement. From there, draft a clear set of priorities and measurable goals. Next, you need to stress test your present wealth plan.

Doctors are often way too busy to focus on their finances or communicate effectively with their advisers. And when doctors and financial advisers do talk, they often aren’t on the same page. Fortunately, there is a cure for this dilemma.

As the U.S. Tax Court continues to see its fair share of cases involving the legitimacy of this popular estate planning tool for the wealthy, one thing is becoming clear – obeying the rules is the key to maximizing its benefits.

A brief summary of the history of premium financing, its evolution, and its potential connection to a living exit strategy, namely, the secondary market for life insurance.

It’s the right time to consider purchasing disability insurance as “own occ” is back, new options are available, limits have increased and more insurance companies have entered the market.