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        1. Minimizing Taxes When You Inherit Money
          Illustration by Cha Pornea Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying
        2. Supercharge Your Retirement Savings With A Backdoor Roth IRA
          One of the best places to park your retirement savings is Roth IRA. Your contributions grow tax-free to save you money every tax season. The only problem is that high-income earners may not qualify for Roth IRA. I’m going to let you in on an open secret called the “backdoor Roth IRA.” Despite the semi-illicit name, a b
        3. The Positive Impact of Telehealth on Senior Housing and Professional Services
          How Telehealth Has Impacted Senior Housing and Professional ServicesAuthors:Source: First MidwestDRAFT: How Telehealth Has Impacted Senior Housing and Professional ServicesAuthors:Source: First MidwestHed: How Telehealth Has Impacted Senior Housing and Professional ServicesHed: Our Virtual World: The Impact of Teleheal
        4. Untangling Your Finances When You Divorce: Don’t Forget These Important Details
          Divorce is an emotional time for everyone involved, but neglecting diligent follow up can impact your finances.
        5. Second Marriage Financial Checklist: 7 Planning Items To Consider
          Before my wife and I got married we had the “money talk”. Since we were relatively young, and neither of us had that much money, the talk was pretty short.
        6. Wealth Planning for Business Owners
          A successful business generates wealth. But the process doesn’t stop there. Are you maximizing your opportunity to protect and preserve that wealth?
        7. 5 Simple Ways To Prepare Your Personal Finances For A Recession
          Last fall, recession fears were running high. It was hard to escape the conversation; predictions for the next big crash flew all over the media while clients, friends, acquaintances, and others constantly asked the team at my financial planing firm if a recession was really about to happen. Our answer to that question
        8. 5 Ways Your Home Can Boost Your Cash Flow
          There is one area where many retirees have a big advantage over their younger peers: access to a big, golden nest egg in the form of their home.
        9. 5 Types of Loans to Consider For Your Small Business
          Loans are a viable option for small businesses to access finance. Banks, credit unions, and other financial institutions frequently provide these loans, which can be put toward everything from merchandise and equipment to real estate and even serve as a lifeline for cash flow in times of expansion and contraction. 5 Ty
        10. 5 money conversations you should have before you get married
          Money may not be the most romantic topic on the pre-wedding agenda, but it's probably the most important. According to a study of over 4,500 married