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Searching Content indexed under Wealth Management by Ostrow Reisin Berk & Abrams ordered by Published Date Descending.
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1
Benefits Of Borrowing Against A Life Insurance Policy
If you are low on cash and need funds to pay for college tuition, unexpected medical bills, mortgage payments or other expenses, one option is to borrow against the cash value of a permanent life insurance policy.
United States
5 Apr 2019
2
Cash Is King
According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.
United States
5 Apr 2019
3
Three Questions To Help You Tune Up Your Investment Portfolio
Your financial portfolio is always a work in progress. To remain financially healthy, periodically re-evaluate your investments by asking these three questions.
United States
8 Feb 2018
4
Get Your Retirement Savings Back On Track With Catch-Up Contributions
How far are you from your ideal retirement age? 20 years? 10? Perhaps only five?
United States
8 Feb 2018
5
Active Versus Passive Investment Funds: Should You Let Participants Decide?
According to a report by Casey Quirk of Deloitte, 72% of money invested into funds went into passive funds in 2015.
United States
9 Nov 2017
6
Leaving A Financial Road Map For Your Loved One
We do not like to think about dying or becoming incapacitated due to illness, but it is important to be prepared.
United States
19 Sep 2017
7
A QCD Might Help You Meet Charitable Giving And Tax Savings Goals
In late 2015, Congress reinstated and made permanent a tax break that allows people age 70½ and older to transfer up to $100,000 per year tax-free from an IRA to a public charity...
United States
21 Aug 2017
8
Are You A Member Of The Sandwich Generation?
If you are currently taking care of your children and your elderly parents, count yourself among those of the Sandwich Generation.
United States
16 Aug 2017
9
What To Do If You Inherit An IRA
If you inherit an IRA, you have several options for handling the funds — depending on your relationship with the original accountholder.
United States
4 Jul 2017
10
Portfolio Diversification: Too Much Of A Good Thing?
Diversification is a critical concept when assembling a risk-conscious investment portfolio.
United States
19 May 2017
11
Is There Unclaimed Property With Your Name On It?
According to the National Association of Unclaimed Property Administrators (NAUPA), state unclaimed property programs are holding nearly $42 billion in assets, just waiting to be claimed by their rightful owners.
United States
13 Apr 2017
12
How To Shift Income To Family Members And Save Money
Planning for retirement has never been more important, especially for those in my generation (Millennial) and for the generations that have and are to come after me (Generation Z and Alpha).
United States
16 Jan 2017
13
Contingency Planning: Don't Let A Disaster Disrupt Your Life
As chief operating officer, Leah oversaw the creation of her company's contingency (or disaster) plan. When a Category 4 hurricane put that plan to the test, it passed with flying colors.
United States
9 Nov 2016
14
Contingency Planning: Don't Let A Disaster Disrupt Your Life
As chief operating officer, Leah oversaw the creation of her company's contingency (or disaster) plan. When a Category 4 hurricane put that plan to the test, it passed with flying colors.
United States
4 Nov 2016
15
Combining Charitable Remainder Trusts And Life Insurance
Because the estate tax exemption currently tops $5 million, fewer people need life insurance to provide their families with the liquidity to pay estate taxes.
United States
6 Sep 2016
16
Valuation Discounts On Closely-Held Entities In Jeopardy
Often, closely-held business owners will choose to transfer the business to younger family members during life or at death.
United States
2 Sep 2016
17
Mutual Funds Or ETFS? Understand The Differences Before You Choose
Mutual funds have been around for nearly a century. Exchange-traded funds, or ETFs, are the newer kid on the block. The two investment types have much in common, but also have important differences...
United States
17 Aug 2016
18
Making Meaningful IRA Contributions Is Easier Than Ever
Over the years, the rules governing IRA contributions have been relaxed somewhat to encourage greater participation.
United States
20 May 2016
19
Buy-Sell Agreements Help Resolve Your Future Problems
Anticipating the future is one of the major responsibilities of business owners.
United States
19 Apr 2016
20
When Selling Your Business, Have A Retirement Backup Plan
The proceeds that come from selling a business can be an important part of your retirement plan.
United States
31 Dec 2015
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