News and Commentary

UPDATED The Valuable but Often Forgotten Tool of Successful Solopreneurs and Gig Workers By Sean Deviney, CFP®*

View Sean's Profile
Posted on April 17, 2024 by Sean Deviney

Starting a small business can be an exciting prospect for anyone seeking career and financial independence. However, the planning and processes required to achieve those goals can be quite daunting. Entrepreneurs should be concerned with not only how they will make money today, but how they will save enough to ensure a successful retirement for […]

Why Invest in Stocks? by Shane Phillips, CFA, CAIA, CFP ®

View Shane's Profile
Posted on April 11, 2024 by Shane Phillips

The decision to invest in stocks is one that individuals must take the time to consider carefully, weighing the risks and rewards in the context of their unique facts and circumstances. In general, stocks carry far greater risks than other investments, such as bonds and cash. Investors must contend with market volatility based on economic […]

Relatable Finance Podcast Episode 144: Am I Dreaming or did I Buy a $20 Cheeseburger?

View 's Profile
Posted on April 08, 2024 by

In this episode, join the South Florida relatable finance guys as they tackle the ever-relevant topic of inflation, but with a twist – exploring its impact through the prism of changing lifestyles and the journey of growing up. The discussion delves into the dual perspectives of rising costs and the effect on earnings, providing personal […]

4 Strategies to Apply During Life to Reduce Estate Taxes After Death By Eric P. Zeitlin

View Eric's Profile
Posted on April 03, 2024 by Eric Zeitlin

Ultra-high-net-worth individuals with estates valued above the $13.61 million estate-tax lifetime-exclusion amount in 2024 (or $27.22 million for married couples filing joint tax returns) have several opportunities to reduce their estate tax liabilities at death while preserving wealth for future generations while they are alive. Give Multiple Gifts During Life. Making annual exclusion gifts enables […]

UPDATED Timing Social Security Benefits By Lee F. Hediger

View Lee's Profile
Posted on March 26, 2024 by Lee Hediger

If you turned 62 this year, congratulations! You may be eligible to begin collecting Social Security benefits. However, the longer you wait to start claiming benefits, the higher the monthly payout you will receive. For example, by waiting until you reach your full retirement age (FRA), as defined by the Social Security Administration (SSA) based […]

Relatable Finance Podcast Episode 143: Alternative Investments and Private Markets

View 's Profile
Posted on March 25, 2024 by

In the latest Relatable Finance podcast episode, the South Florida finance guys delve into the often overlooked realms of alternative investments and private markets. While stocks and bonds dominate financial discussions, we shed light on the potential of alternative avenues. Discover the allure of these investments, offering attractive returns beyond the traditional options. However, be […]

Is your Financial Advisor Putting your Best Interests First? By Eric Zeitlin

View Eric's Profile
Posted on March 20, 2024 by Eric Zeitlin

Under current law, financial advisors and brokers are bound by a “suitability” standard that requires them to recommend investment products deemed “appropriate” for a client’s defined need and objective. This standard of care does not rise to the level of a fiduciary, who is legally and ethically obligated to put their client’s best interests ahead […]

Changes to the Electric Vehicle Tax Credit in 2024 By Scott Montgomery

View Scott's Profile
Posted on March 12, 2024 by Scott Montgomery

Individuals will find it easier and faster to claim tax credits of as much as $7,500 for new electric vehicle purchases in 2024. However, fewer cars qualify for the credit this year due to more stringent requirements concerning the manufacturing and assembly of batteries and other vehicle components. The clean vehicle tax credit, introduced by […]

Relatable Finance Podcast Episode 141: Recent Turmoil in the Chinese Stock Market

View 's Profile
Posted on February 12, 2024 by

China seems to have been in the news a lot recently, particularly as tensions with the U.S. seem elevated. Interestingly, China’s stock market has been under pressure while the U.S. market and economy continues to perform better than many expected. Join the South Florida relatable finance guys as they discuss China and the U.S. markets.

  1. Pages:
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5
  7. 6
  8. 7
  9. ...
  10. 21