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Financial Solutions



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We’re Coming to California

Tue, 20 Feb 2018 15:44:18 GMT2018-02-20T15:44:18Z

Are we meeting with you??? Let us know! ...



“Private Equity”

Tue, 20 Feb 2018 15:23:32 GMT2018-02-20T15:23:32Z

Will the returns of private equity save the pension system?...



Boiling down two changes to BlackRock’s asset class views

Tue, 20 Feb 2018 15:11:42 GMT2018-02-20T15:11:42Z

We have upgraded our view of U.S. stocks and shifted to neutral on European equities. Richard explains why.


Media Files:
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“Private Banker”

Tue, 20 Feb 2018 12:20:29 GMT2018-02-20T12:20:29Z

I find fancy investment advice and fancy products to be problematic in and of themselves, regardless of how many disclosures are made in the sales process. ...



IRA RMD Reporting

Mon, 19 Feb 2018 14:54:59 GMT2018-02-19T14:54:59Z

IRA RMD reporting may be a mystery - it's not that complicated though. And the IRS is watching your every IRA move, so never fear, they'll know.

The post IRA RMD Reporting appeared first on Getting Your Financial Ducks In A Row.




Barry and Professor Scott Galloway on Market Volatility

Mon, 19 Feb 2018 14:00:00 GMT2018-02-19T14:00:00Z

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The Kids Have It Right

Sun, 18 Feb 2018 14:48:33 GMT2018-02-18T14:48:33Z

It's not a "mental health" issue. It's an access to military-style weapons issue. ...



This Week on TRB

Sat, 17 Feb 2018 14:07:33 GMT2018-02-17T14:07:33Z

These were the most read posts on the site this week, in case you missed it: ...



Clips From Today’s Halftime Report

Fri, 16 Feb 2018 23:30:10 GMT2018-02-16T23:30:10Z

Market rebound does not mean risk is eliminated: Trader from CNBC. Granite Construction, Twitter, ArcelorMittal, British American Tobacco from CNBC....



The Best Rap Video Ever Made

Fri, 16 Feb 2018 19:32:04 GMT2018-02-16T19:32:04Z

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The Big Picture

Fri, 16 Feb 2018 14:10:02 GMT2018-02-16T14:10:02Z

Rules-based approaches remove the emotions...



Clips From Today’s Halftime Report

Thu, 15 Feb 2018 23:30:25 GMT2018-02-15T23:30:25Z

Major averages record more than half of recent losses from CNBC. Coca-Cola, Cisco, Twilio & Granite Construction from CNBC. Morgan Stanley turns bullish on Bristol-Myers from CNBC....



5 ways to help navigate choppy markets

Thu, 15 Feb 2018 10:59:24 GMT2018-02-15T10:59:24Z

Five themes to monitor as market volatility picks up.


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Eyeing up winners (and losers) in the U.S. tax overhaul

Wed, 14 Feb 2018 10:38:30 GMT2018-02-14T10:38:30Z

The new tax code is complicated, and while highly taxed companies appear early winners (on paper), the top line hides great detail below. Kate explains.


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5 items for your financial “go-bag”

Wed, 14 Feb 2018 10:08:15 GMT2018-02-14T10:08:15Z

Smart planning can help ensure that you and your family are prepared for any kind of emergency. Paul explains how to improve your financial readiness.


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Don’t get distracted: ETFs emerge battle-tested again

Tue, 13 Feb 2018 00:41:05 GMT2018-02-13T00:41:05Z

Heavy volumes did not translate into massive outflows in last week’s volatile markets.


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An eye on real rates amid short-term equity volatility

Mon, 12 Feb 2018 18:11:22 GMT2018-02-12T18:11:22Z

A bout of volatility shook global equity markets last week. Richard explains why investors should look past near-term dislocations and focus on the fundamentals.


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Exemptions and Dependents for 2017 Tax Returns

Mon, 12 Feb 2018 14:52:00 GMT2018-02-12T14:52:00Z

It's important to know the rules regarding dependents and exemptions for your 2017 tax return. The determinations can be complicated.

The post Exemptions and Dependents for 2017 Tax Returns appeared first on Getting Your Financial Ducks In A Row.


Media Files:
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After the selloff, what’s changed? Not much

Thu, 08 Feb 2018 18:54:21 GMT2018-02-08T18:54:21Z

Russ reviews the landscape after the selloff and discusses how little has actually changed.


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The February stock swoon in context

Wed, 07 Feb 2018 23:36:02 GMT2018-02-07T23:36:02Z

Richard shares the BlackRock Investment Institute’s take on this month’s stock swoon.


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Mind your P’s and F’s: Don’t confuse leveraged ETPs with ETFs

Wed, 07 Feb 2018 17:41:28 GMT2018-02-07T17:41:28Z

As the recent market volatility made clear, there’s a big difference between plain vanilla ETFs and leveraged products making big bets with big risks.


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Successful fiduciaries create a thriving office environment

Wed, 07 Feb 2018 11:00:59 GMT2018-02-07T11:00:59Z

In part three of the blog series, “Five Disciplines of a Successful Fiduciary,” Danielle and Rob examine team development and the culture of caring.


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New Deadline for Rollover of 401k Loan Distributions

Mon, 05 Feb 2018 14:55:00 GMT2018-02-05T14:55:00Z

TCJA allows an extended period of time to rollover 401k loan distributions. This will help folks who have left a job with outstanding 401k loans

The post New Deadline for Rollover of 401k Loan Distributions appeared first on Getting Your Financial Ducks In A Row.




Best and Worst States for Retirement Finances

Mon, 29 Jan 2018 14:54:27 GMT2018-01-29T14:54:27Z

Where you live in retirement can make a big difference. Learn which are the best and worst states to retire to. You may be surprised!

The post Best and Worst States for Retirement Finances appeared first on Getting Your Financial Ducks In A Row.




No K-12 Tax Break for Using Illinois’ Brightstart

Mon, 22 Jan 2018 14:00:00 GMT2018-01-22T14:00:00Z

The tax bill provided more flexibility for using 529 funds. Illinois has chosen to disallow this flexibility for Brightstart or Bright Directions plans.

The post No K-12 Tax Break for Using Illinois’ Brightstart appeared first on Getting Your Financial Ducks In A Row.




Back-door Roth Blessed by Congress

Tue, 16 Jan 2018 14:43:00 GMT2018-01-16T14:43:00Z

The back-door Roth contribution method has always had an air of skepticism around it. With the passage of TCJA, the skepticism should be gone.

The post Back-door Roth Blessed by Congress appeared first on Getting Your Financial Ducks In A Row.


Media Files:
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Life Moves Pretty Fast…

Fri, 12 Jan 2018 13:00:16 GMT2018-01-12T13:00:16Z

In the classic 80’s movie, Ferris Bueller’s Day Off, Ferris Bueller says, “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” In other words, life happens. That’s why it’s important to meet with your financial planner to see if anything has changed, and if there’s anything that needs to be done to assist with those changes. The reason it’s important to meet with your planner is that he or she can ask questions and propose situations that you might not even be aware of or think about. A recent example would be how the new tax law affects your situation. Another example would be a child that is going to college, a job change, death, divorce, or 2018 being the year you plan to retire. A financial planner will be able to provide another set of eyes to your situation […]

The post Life Moves Pretty Fast… appeared first on Getting Your Financial Ducks In A Row.




Roth Recharacterization is No Longer Allowed

Mon, 08 Jan 2018 14:49:00 GMT2018-01-08T14:49:00Z

Although used by few taxpayers, the Roth conversion recharacterization strategy is no longer allowed after the passage of the TJCA 2017.

The post Roth Recharacterization is No Longer Allowed appeared first on Getting Your Financial Ducks In A Row.




Cigarette Tax Obligation Bond

Fri, 29 Dec 2017 15:57:00 GMT2017-12-29T15:57:00Z




Income ≠ Wealth

Fri, 29 Dec 2017 13:00:56 GMT2017-12-29T13:00:56Z

There’s a big difference between income and wealth. Income can be considered the amount of money an individual earns on a consistent basis. For most individuals, this is a paycheck. Wealth can be considered an individual’s net worth, or, more specifically, how much income their wealth generates and how long they can sustain a given lifestyle without having to receive a conventional paycheck. Some individuals may confuse the two. Some may feel that a high income equates to wealth. They may also think that to be wealthy or to generate wealth, their income must be high. This isn’t the case. While a high income may help to build wealth faster, it is no guarantee that an individual is or will be wealthy. Let’s look at an example of two couples, about the same age, nearing retirement and wondering if they have enough wealth to do so. These are based on […]

The post Income ≠ Wealth appeared first on Getting Your Financial Ducks In A Row.




How to Build Wealth

Fri, 22 Dec 2017 13:00:00 GMT2017-12-22T13:00:00Z

How you choose to spend or invest your money can have an impact on your net worth. Many of you are familiar with the net worth equation which is Assets – Liabilities = Net Worth. In other words, what you own, minus what you owe, equals what’s yours. However, what is conventional wisdom isn’t always what’s best. What I mean is, just because something is generally known as an “asset” doesn’t mean it’s going to help your wealth. Here are a few examples. Your house. While generally considered an asset, and to some, an investment, your home can also drain you of net worth and cash flow. Homes need upkeep, repairs, insurance, utilities, taxes, and many have mortgage payments. Additionally, your home does not produce any free cash flow. There’s also no guarantee your home will appreciate (it may even depreciate). However, paying down your mortgage will generally help your […]

The post How to Build Wealth appeared first on Getting Your Financial Ducks In A Row.




License Bonds – What are Industrial Bonds

Wed, 15 Nov 2017 23:01:00 GMT2017-11-15T23:01:00Z