It’s time to revisit our financial condition assumptions
This article is an onsite version of our Unhedged newsletter. Premium subscribers can sign up here to get the newsletter delivered every weekday. Standard subscribers can upgrade to Premium here,…
Priscilla Presley sues former business partners, claiming financial elder abuse
Since the January 2023 death of Elvis Presley’s only child Lisa Marie Presley transferred the sole ownership of his estate into the hands of his granddaughter, Riley Keough, his ex-wife,…
Don’t forget the fiduciary standard when picking a financial advisor
Oh, what a tangled web we’ve spun about fiduciary standards and financial advice in recent years. For those of you with long memories, you might recall the U.S. Department of…
Here’s How To Mix Your Retirement Accounts To Avoid Future Taxes
Aero17 / Getty Images/iStockphoto When saving for retirement, where you choose to put your money has an impact on the future taxes you’ll pay. Chad Kennedy, partner and financial planner…
Check Off These Four Financial Tasks to Finish 2024 Strong
Reassessing your finances throughout the year is necessary to optimize outcomes. Throughout the second half of 2024, navigating key areas, such as maximizing tax-free opportunities, protecting your assets amid market…
Financial Independence, Retire Early Couple Share Their Strategies
Chrissy and her husband, Ryan, didn’t grow up wealthy. To get ahead financially, they’ve long known that a combination of “hard work and frugality” would be necessary, Chrissy told Business…