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Weekly Market Updates

The Market Update 07/07/25
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Weekly Market Update 05/19/25
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Weekly Market Update 05/05/25

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Financial Services

401(k) Plans
403(b) Retirement Plans
Asset Allocation
Business Transition & Succession
Buy-Sell Agreements
Capital Gains Tax Management
Cash Flow Analysis
Certificate of Trust
Certified Divorce Financial Analyst
Charitable Giving
Charitable Remainder Trusts
Child Support
Debt Analysis
Defined Contribution Plans
Distribution Management
Dividing Assets in Divorce
Divorce Financial Planning Services
Efficient Investing
Family Office Services
Equity Investments
Ethical Investing
Fiduciary Services
Financial Advisors for Entrepreneurs and Business Owners
Financial Event Planning - Life Event Transition Planning Services
Financial Health Assessment
Find Financial Advisors Near You
How to Plan for Retirement - Retirement Planning Services
Individual Retirement Accounts (IRAs)
Inheritance and Beneficiaries
Investment Diversification
Investment Management
Living Will
Municipal Bonds Management
Mutual Funds
NAPFA Registered Financial Advisors
Negotiating Your Executive Compensation Package
Post-Divorce Budgeting
Pour Over Wills
Power of Attorney
Pre-Divorce Budgeting
Pre-Retirement Checklist
Primary Residence
Real Estate Analysis
Real Estate Investing
Real Estate Transfer
Retirement Accounts
Retirement Income Planning
Retirement Planning Glossary
Revocable Living Trust
Risk Management
Rollover IRAs
Roth IRAs
Safe Harbor 401(k) Plans
SEP Plans
SIMPLE IRA Plans
Spousal Benefits
Spousal Maintenance Payments
Tax Implications
Tax Loss Harvesting
Tax Strategies and Preparation
Transition Management
Strategic Financial Planning Services
Wills, Trusts, and Estate Planning
Withdrawal Advice
Wealth Management for Professional Athletes

Guides & Assessments

The Retirement Playbook
15 Things to Do Before Retaining a Financial Advisor
Charitable Giving Guide
EP Wealth Divorce Planning Checklist
Executives: You Work Hard For Your Money
Generational Wealth
How to Choose a Financial Advisor
How to Choose a Financial Advisor for Small Business Owners Advisors
LGBTQ+ Financial Planning
Women: Take Charge Of Your Financial Future

Events and Webinars

March 26 2025 Beyond Wills and Trusts: Advanced Estate Planning
March 12 2025 2025 Overview of California Homeowners Insurance Crisis
March 4 2025 LA Wildfires: Understanding Recovery & Accountability
Janaury 30 2025 Health and Wellness Guidance for Your Retirement Journey
January 22, 2025 The Informed Investor Market Outlook 2025 Q1
December 12, 2024 Exploring Passive Investment Options with Your Real Estate: 1031 Exchanges to DSTs
December 4,2024 Tax Planning: Key Savings Opportunities & Updates for Year-End and Beyond
October 2, 2024 Marry Your Medigap, Date for Part D
August 20 2024 Cybersmart in 2024: Strategies To Outwit Cybercriminals
June 26, 2024 Asset Ascensions: Navigating Real Estate Exchanges and Dancing Interest Rates
May 2 2024 Establishing Your Legacy: Navigating Estate Planning Essentials
February 21 2024 Cash & Cupid How to Navigate Marriage, Divorce and Financial Bliss

News

Welcome Alphamark Advisors
Welcome Buffington Mohr McNeal
Welcome Cornercap Invesment Counsel Inc.
Welcome Criterion Capital Advisors
Welcome Executive Wealth Management
Welcome Foothills
Welcome Gather Financial Planning
Welcome The Holdben Group
Welcome Marble Capital
Welcome NBS Financial Services
Welcome Parker Advisory Group
Welcome Peninsula Wealth
Welcome Riley Private Client
Welcome Sloan Investment Management
Welcome Wacker Wealth Partners

Blogs

How to Value Your Business Before Selling
When to Use a Revocable Living Trust in Your Estate Plan
How to Plan for the Rising Cost of Healthcare in Retirement
The Financial Impact of Healthcare Planning for High-Income Families
How Emotions Impact Financial Decisions and How to Overcome Them
Advanced Tax Planning for High-Net-Worth Individuals
How to Finance a Business While Minimizing Debt Risks
What Every Business Owner Needs to Know About Buy-Sell Agreements
Designing a Retirement Plan to Help Attract Top Talent
How Do You Split Up Debt in a Divorce?
Who Suffers the Most Financially in a Divorce?
What is a CDFA®?
How Do I Protect Myself Financially in a Divorce?
Strategies to Preserve Your Retirement Savings from Inflation
Plan for Making Your Retirement Savings Last for a Lifetime
Why Investment Diversification Matters
How to Manage Tax Deductions with Charitable Contributions
Integrating Estate Plans into Your Wealth Management Strategy
Why High-Net-Worth Families Should Work with a Fiduciary Advisor
Preventing Family Disputes Over Inheritance
How High-Income Business Owners Can Potentially Save on Taxes
7 Things All Women Should Think About When Planning for Their Future
How Charitable Remainder Trusts Serve Legacy and Family
The Upside of Down Markets: Tax Smart Moves You Can Make When Markets are Volatile
Incorporating Charitable Goals into Your Estate Plan
Reduce Your Estate's Tax Burden with Gifting
How to Manage Taxes When Selling a High-Value Business
How to Potentially Minimize Estate Taxes with Advanced Planning Strategies
How to Help Prepare the Next Generation to Inherit Wealth Responsibly
Preserving Wealth During Economic Uncertainty
Retaining Key Employees with Deferred Compensation Plans
The Importance of Liquidity in Financial Planning for High-Net-Worth Families
Aligning Wealth Management with ESG Values
Tax-Saving Strategies for High-Value Real Estate Transactions
When to Do a Roth Conversion
Should You Retire Before 50
The M.I.L.O Method: A Financial Planner’s Playbook for Concentrated Positions
How to Prepare Your Business for Acquisition
Using ESOPs to Exit Your Business
How to Build Generational Wealth
How to Prioritize Financial Goals in Complex Financial Lives
How to Talk to Your Aging Parents About Finances
Why Updating Your Estate Plan May Be Important After Life Changes
How to Structure Your Estate to Avoid Probate
The Corporate Transparency Act: What Business Owners Need to Know
Understanding the Social Security Fairness Act
A Practical Guide to Choosing the Right Financial Advisor for You
How Much Can I Contribute to a 401(k) in 2025?
Managing Concentrated Stock Positions for Long-Term Financial Success
Simple 401(k) Establishment Deadline
Disaster Recovery Resources for Southern California
Medicare Changes in 2025
Tariffs' Impact on Economic Activity
International Women’s Day: Celebrating Women in Investing
Finish 2024 Strong With Our Year-End Financial Planning Checklist
Holiday Budget Planning
When is Tax Day in 2025?
How Much Can I Contribute to an IRA in 2025?
A Financial Planner’s Guide to Roth Conversions: A Tool for Recent Retirees
Maximizing Your SEP IRA
4 Interesting Facts About Employer Contributions to Your 401(k)
How and When to Convert Traditional IRA Funds to a Roth IRA
What is the Maximum 401k Contribution for 2025
What is the 401k Employer Contribution Limit for 2025?
What is ESG Investing?
Do You Need a Trust?
Safe Harbor 401k Limits for 2025
How Do I Determine This Year's 'Success' For My 401(k)?
How Do I Financially Prepare to Leave My Spouse?
401k Deadlines for 2025
What are the 2025 401k Contribution Catch-Up Rules?
401(k) Contribution Limits for Highly Compensated Employees in 2025
What is the Difference Between a Standard 401(k) and a Safe Harbor 401(k)?
How to Start a 401k for Your Small Business
When to Start a 401(k) for Your Small Business
What is Financial Infidelity?
When is Mediation a Good Solution for Divorce?
What is the Value of a Life Insurance Policy in a Divorce?
How Do Social Security Benefits Work For An Ex-Spouse?
What is the Significance of a Date of Separation?
What is a QDRO?
How Do You Split Assets in a Divorce?
What Is the Individual 401k Contribution Limit for 2025?
Market Volatility in an Election Year
9 Things Financial Advisors Recommend to Start 2025
Small Business Tax Deduction Checklist
10 Common Mistakes Small Business Owners Make
Financial Tips for Retiring in Los Angeles
Tax Law Changes in 2025 Require New Strategies
When is the Best Time to Start Working with a Financial Advisor?
Retirement Planning for Small Business Owners
How Much to Save For Retirement
Should I Have an HSA?
The Guide to Creating and Managing Generational Wealth
What Are the Five Types of Financial Risk Management?
What is a 529 College Savings Plan?
7 College Savings Tips from a Financial Advisor
Planning for Business Owners
How To Fund Higher Education
Preparing Your Family for Their Inheritance
LGBTQ+ Considerations for Asset Ownership and Titling
LGBTQ+ Planning for Elderly Life
How to Create the Right Business Plan for Your Small Business
What Is Operational Planning?
What Happens to Your Tax Liability With Proper Financial Planning?
Why Business Continuity Planning Is Important
How to Talk to Your Spouse About Finances
What to Do With Your Tax Refund
FDIC Coverage
Financial Planning After a Divorce: Building a Better Future
Financial Planning During a Divorce
Financial Planning Before Divorce: How A CDFA® Can Help You
Financial Steps to Take After Losing a Loved One
Financial Challenges for Professional Women
A Guide to Tax-Advantaged Retirement Accounts
The Benefits of Saving Early for Retirement
How to Plan for Retirement Spending
How to Plan for a Longer Life
Why You Should Consider Paying Off Debt Before Saving For Retirement
Planning for the Sandwich Generation
What Are RMDs?
When Should You Take Social Security?
Mega Back Door Roth Options
Is Now the Right Time to Buy a Home?
How to Maximize Your 401k
7 Things Great Financial Advisors Do For Their Clients
Don't Fear the Unknown: Making Investment Decisions with the Help of a Financial Advisor
What Your Vesting Period Means for Your Retirement
Why Women Should Think Differently About Retirement Planning
How Can I Donate to Charity Effectively?
Can I Afford to Take a Sabbatical?
Advice for Navigating the Difficulties of Estate Planning as a Family
Appreciated Concentrated Positions: Doing Nothing Might Cost You Big Time
Essential Tips for People with Employee Stock Options
The Four Main Considerations for Aging in Place
How Monte Carlo Simulations Can Help Validate Retirement Success Potential
Retirement Planning Terminology: 10 Terms You Need To Know
From Accumulation to Distribution: How to Handle This Essential Transition in Your Financial Plan
How to Calculate Rental Property Cash Flow
Robo Advisors vs. Personal Financial Advisors: Which Should You Choose?
Your Estate Planning Checklist: 4 Things to Include When Creating Your Estate Plan
How to Make a Smooth Transition to Retirement
How to Prevent Fraud: Cybersecurity Tips for Investors
When to Convert Your 401(k) Into a Roth IRA
What Does the ‘Fiduciary’ in ‘Fiduciary Advisor’ Mean?
Retirement Planning Consideration: Eldercare Costs
Umbrella Insurance Policies: Considerations and Coverage
Financial Tips for Young Adults -- How Savings Could Save You
4 Tips to Choose a Medicare Plan for You
Considerations for Paying off Debt While Saving for Retirement
7 Apps to Kick Your Financial Planning and Budgeting Up a Notch
6 Tips for Managing Your Money in Your 40s
What Is an Emergency Fund (and Why Should You Teach Your Kids & Parents About Them)?
Succession Planning Best Practices for Retiring Small-Business Owners
Financial Planning Tips for Retiring in Seattle
3 Things to Include in Your Weekly Savings Plan
Awesome Budgeting Apps for Couples Planning for Retirement
Envisioning Your Retirement Lifestyle
Financial Planning Tips For Retiring In Denver
7 Ways Families Can Save Money
8 Fun Ideas for Jobs After Retirement
Estate Planning Questionnaire: Preparing to Chat with an Estate Planner
Your Stock Market Volatility Survival Guide: 5 Things to Remember
Financial Planning Tips for Retiring in Phoenix
4 Things to Look for in a Financial Advisor
Paying For Your Kids To Go To College: 7 Tips from a Financial Advisor
5 Simple Ideas To Update Your Financial Strategy (While Sitting on Your Couch)
How I am Teaching My 4-year Old About Money
Financial Planning Checklist: Preparing for Retirement
Tips for Reading Your Investment Portfolio Summary
7 Key Steps to Take When Settling an Estate
5 Networking Tips for Small Business Owners (to Make it Suck Less)
Financial Organization – 5 Easy Areas to Simplify (and Improve) Your Financial Life
Coping with the Death of a Spouse: How to Build Your Personal and Professional Support Group
How to Find a Financial Advisor
Should You Roll Over Your 401(k) to an IRA?
Checklist: How to Financially Prepare for the Death of a Spouse
Understanding Investor Jargon: Financial and Investment Terms

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