Steven Dudash, Featured in Forbes on August 16, 2017 Read the article here

June 22, 2017 by: Loren Fox and Michael Ferraro This fourth edition of the FT 300 assesses registered investment advisers (RIAs) on desirable traits for investors. To ensure a list […]

By Steven Dudash The NBA Finals began last night, with Stephen Curry’s Golden State Warriors taking Game 1 from LeBron James and the Cleveland Cavaliers 113-91 in Oakland. It’s the […]

1031 Exchanges Increasingly Attractive as Real Estate Prices Climb By: Miriam Rozen Published: April 24 2017, 9:22am EDT Section 1031 of the IRS Code may seem like an arcane — […]

By Steven Dudash, Contributor Most have heard the saying, ‘Go big or go home.’ Well, events around the globe could soon have investors thinking, ‘Let’s go small instead.’ The first […]

IHT Wealth Management and US Wealth Management Announce Partnership and Strategic Transition Plan to Combine Firms Phased Process to Position Combined Firm for Continued Growth through Enhanced Scale, Resources and […]

To view the original article click here: By JANE BENNETT CLARK, Senior Editor   From Kiplinger’s Personal Finance, January 2017 Most people don’t know even the basic rules of Social Security. That can lead […]

By Steven Dudash November 22, 2016 Full Article  As a wealth manager, more than a few things keep me up at night, including what the election of Donald Trump means […]

To view the original article click here: Ian Salisbury @iansalisbury If you’re dismayed by the impending arrival of a President Trump, you may be tempted to vote a second time in the […]

To view the original article click here: By Jane Bennett Clark, Follow @JaneBClark You wouldn’t dream of running a marathon without undergoing months of training. Or heading into the wilderness […]

Your Money By RON LIEBER AUG. 5, 2016 To view the original article click here: Here’s how to get better returns in your retirement account: Pay as little attention to […]

By Danielle Douglas-Gabriel  For families trying to save for their children’s college education, 529 college savings plans are widely hailed as a great option—perhaps the best. But are they? The advantage to 529 plans, […]

To view the original article click here: Not all Americans prepare for retirement as early as they should, which unfortunately leaves them with few options when they want to call […]

To view the original article click here: By Jane Bennett ClarkSee my bio, plus links to all my recent stories., From Kiplinger’s Personal Finance, October 2014 Read the headlines about […]

To view the original article click here: Robo advisers offer some advantages, but the most comprehensive financial guidance still requires human touch. By Jan Blakeley Holman,  from Thornburg Investment Management […]

To view the original article click here: When you hear the words “retirement destination,” places in Arizona and Florida probably spring to mind. But broaden your horizons, and you can […]

To view the original article click here: Probably the biggest single concern of retirees is running out of money. It doesn’t seem to matter how much money they have; the […]

To view the original article click here: Strategy Is Still Paramount Regardless of the recent changes to the law, Social Security planning is still a critical component of any retiree’s […]

To view the original article click here: One of the most daunting decisions faced by workers is how to invest their 401(k) plan dollars. The simplest choice might be a […]

To view the original article click here: By Ryan Derousseau | Contributor Jan. 21, 2016, Pessimism seems to pervade the American psyche these days. It’s something that President Barack Obama […]

To view the original article click here: By Rachel L Sheedy For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical […]

To view the original article click here: By Mark Gollom, CBC News With a will yet to surface, Prince’s family faces a potentially long, costly and complex legal process to divvy up his assets, illustrating the importance of […]

To view the original article click here: Changing or leaving a job can be an emotional time. You’re probably excited about a new opportunity — and nervous too. And if […]

To view the original article Posted on Monday, April 25th, 2016 by Edwin C in Savings Accounts Scared of retirement? Not confident about your retirement planning? Haven’t saved enough? Worried […]

To view the original article click here: David Hirsch, managing partner of Metamorphic Ventures With the selloff in some big tech names such as LinkedIn and Twitter, some investors are […]

To view the original article click here: BY Dr. Penny Pincher | Wise Bread | MARCH 2016 During the past few years as a personal finance blogger and author, I […]

To view the original article click here: By Bill Bischoff A 401(k) can be a glorious thing, but let’s not forget that these plans are regulated by government bureaucrats. That […]

To view the original article click here: By Michael DeSenne, April 18, 2016 Moving into a tiny home can be uniquely appealing to certain retirees who are seeking to downsize their lives in […]

To view the original article click here: Robo-advisor vs. human advisor Generation X, Millennial The financial advising industry has been buzzing about the emergence of robo-advisors for the past few […]

To view the original article click here: And the Executor Is Tip: Generally, children under the age of 18 cannot be executors. Source: USA.gov, October 8, 2014. In her will, […]

To view the original article click here. By Tim Lemke on 8 February 2016 Saving for retirement can often feel like a drag, and many of us come up with […]

To view the original article click here: As we prepare our tax returns this season, Heather Pelant shares how you can at the same time seek to build on your […]

Do not fall into the fear trap. It’s very easy to do. It’s actually perfectly natural. You see a scary event and the first instinct is to pull back and […]

To view the original article click here: By Anna B. Wroblewska, The Motley Fool It is often the most boring and obvious lesson that is the most valuable — and […]

To view the original article click here: The Fed Thinks Global March 16, 2016 4:45 PM By Zane Brown 30 Views The central bank’s concern for developments overseas may have […]

To view the original article click here. Forget the traditional measurements and general rules of thumb. The right answer depends on your risk tolerance, time horizon and other factors specific […]

To view the original article click here: By Cameron Huddleston You have been diligently saving for retirement for years. Finally, the time has come to start tapping your accounts. You want your […]

To view the original article click here: Do you have what it takes to be a successful investor? Heather Pelant shares her rule of thumb for setting — and achieving […]

To view the original article click here. We all know how important it is to save for retirement. That’s a given. But when it comes to how to save, you […]

To view the original article click here: While saving for higher education is its own reward, saving on your taxes while saving for higher education is a bonus you don’t […]

To view the original article click here: We all know that the market changes all the time. So do life goals. That’s why Heather Pelant stresses checking-in with your investments […]

To view the original article click here: 5 Ways to Ease the Pain of Health Care Costs in Retirement The best medicine is to plan ahead for this significant line […]

To view the original article click here. Back To The Future: It’s Not 1997, But It’s Close Steven Dudash, Contributor Sometimes going back to the future happens sooner than you might […]

To view the original article from Kiplinger click here. Follow @srapacon 10 Best States for Retirement The very best place to retire for you might be on a beach…or in […]

Larry Light – Contributor To view original article click here:   People change jobs. But what should they do with the retirement account from the previous employer? Barry Glassman, CFP, […]

Declining at a clip of nearly 1¢ per day. Brad Tuttle @bradrtuttle  Jan. 14, 2016 To view original article click here. The national average for a gallon of regular gasoline dipped […]

To view original article from First Trust Economics Blog click here. The stock market is not the economy, and the economy is not the stock market. Nonetheless, many are convinced that […]

Advisors need to understand they can’t go it alone. I recently had an eye-opening exchange with a fellow advisor at an industry conference. On the surface, he was like so […]