Eric Dunner, J.D., CFP®
Hey there, philanthropist! You’ve got your giving shoes on and a heart full of generosity. You’ve heard about donor-advised funds (DAFs), maybe even dabbled in them, and your financial advisor…
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Choosing the right trustee for your estate is a decision that helps shape your legacy. It’s not just about paperwork or legal jargon or checking boxes off a list; it…
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Selecting the person in charge of your trust At the time of your passing, or possibly even before (living trust trustee), the trustee of your estate becomes legally responsible for…
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This article was originally published on Forbes on December 9, 2016. Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential…
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Jim and his wife had a falling out. During a lengthy legal process, their divorce was not yet finalized when Jim passed away suddenly. He assumed his house, bank account,…
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Many financial websites and professionals recommend checking your credit report every year as one of the best ways to live a healthy financial life, yet no one tells you what to…
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Many investors are curious about how their assets can be better protected in the event of bankruptcy or lawsuits. The Supreme Court has helped clear up this issue in recent…
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Investors should know how their assets can be better protected in the event of bankruptcy or lawsuits. Thankfully, the Supreme Court has helped clear up this issue in recent years. Individual…
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Target-date funds are not all created equal. We compare the risk and return of over 30 target-date funds. The results will surprise you!
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