Estate Planning
Stop Giving Cash to Charity
Stop Giving Cash to Charity Are you already giving monthly or annually to your favorite 501(c)(3) charities? Do you own a brokerage account that has unrealized capital gains from stocks, mutual funds, or ETFs? You may want to stop giving cash to charity. Benefits of a Donor Advised Fund (DAF) Consider stopping your cash giving…
Read More
How can you (financially) bless your spouse?
How can you (financially) bless your spouse? Did you realize you can bless your spouse from a financial perspective, by doing tax planning in the here and now? While most people don’t like to think about leaving their spouse a widow or widower, it’s a reality that faces most couples. Widows/widowers taxes nearly double after…
Read More
What would happen if you were blindsided?
What would happen if you were blindsided? What would happen if you were blindsided in your car as you drive home from work tonight? Not an accident leading to your death, but you simply are injured, can’t work, and your spouse is left having to piece together accessing accounts and contacting key people? The value…
Read More
When is $10,000,000 not enough?
When is $10,000,000 not enough? When is $10,000,000 still not enough money? It’s a common belief that if you only had millions of dollars, all your problems and issues and dreams would be solved and realized. But is this really true? What if your circumstances and investment portfolio have less impact on your personal happiness…
Read More
Are 529 College Savings Accounts A Horrible Idea?
Are 529 College Savings Accounts a horrible idea? Horrible idea? While I was listening to a personal finance podcast a so-called “expert” was bashing 529 College Savings Accounts and saying how they were such a bad idea. Real Facts About 529 Accounts However, I’d like to provide a rebuttal to this alleged “expert” and share…
Read More
Ten Talents in the News! – “How Advisors Get Clients To Tackle Uncomfortable But Necessary Tasks.”
Enjoy this Investor’s Business Daily article titled, “How Advisors Get Clients To Tackle Uncomfortable But Necessary Tasks.” Kaleb Paddock, founder of Ten Talents Financial Planning, is featured in this Investor’s Business Daily article by Morey Stettner.
Read More