Archive for the 'Estate Planning' Category

 What To Do If You Inherit Someone’s 401(k)

By Jason Alderman Talk about good news wrapped in bad: In the midst of grieving the loss of a loved one, you learn that you were named beneficiary of their 401(k) plan or IRA. Chances are you’ve got too much on your mind to make any sudden decisions about what to do with the money. […]



 Why You Need a Social Media Will

 By Jason Alderman By most estimates, over half of adult Americans haven’t written a will stating how their assets should be distributed after death. Fewer still have bothered to appoint someone to make financial and health care decisions on their behalf should they become incapacitated. And now we can add another necessary, but probably overlooked […]



 Why You Need a Social Media Will

 By Jason Alderman By most estimates, over half of adult Americans haven’t written a will stating how their assets should be distributed after death. Fewer still have bothered to appoint someone to make financial and health care decisions on their behalf should they become incapacitated. And now we can add another necessary, but probably overlooked […]



 Choosing a Financial Advisor: Part One

By Gary Silverman People regularly ask me how to choose a financial advisor. After my stock answer of “choose me,” I begin by asking them why they want one. Financial advice means different things to different people. One such person told me that he had some stocks that he wanted to buy and wanted me […]



 Financial Planning for Later-Life Marriages

By Jason Alderman Couples who marry as young adults usually don’t bring a lot of financial baggage to the table, aside from student loans and car payments. But what if you’re getting married in your 40s, 50s or later – after divorce, children, and years of building assets have complicated your economic situation? Do you […]