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How You Can Build an Estate Plan that Includes Asset Protection – Part 1

Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But ...

5 Reasons to Embrace the Emotional Nature of Estate Planning

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some ...

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change ...

AstroNumerology

By Jesse Kalsi “Numbers are alive and are represented by planetary energy. They have a direct impact on our success, health, ...

Blended Families Underscore the Need for Estate Planning

Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families ...

Online and Do-It-Yourself (DIY) Estate Planning

With the number of online and do-it-yourself (DIY) legal providers continuing to grow, some of individuals may be wondering if ...

Estate Planning After Divorce

One area that is often overlooked in the divorce process is the need to update estate planning. Most people would ...

5 Common Estate Planning Mistakes to Avoid

From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition ...

How to Choose a Trustee

When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right ...

How Do You Play the Prosperity Game?

Have you ever played the Prosperity Game?   I play it periodically when I am feeling out of sorts financially or ...

What’s On Your Worry List?

A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower fees, more ...

3 Ways to Minimize Estate Planning Fees

Today, it is impossible to put together even a simple estate plan without the assistance of an experienced estate planning ...

Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse

With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ...

Facebook Founders Use Estate Planning Technique for $200 Million Tax-Free Transfer

Sometimes the planning of the rich and famous helps us better understand what mere mortals can accomplish through proper planning ...

Blended Families Underscore the Need for Estate Planning

Anyone with children or modest assets should seriously consider some minimal estate planning, but the increasing number of blended families ...

Advance Directives/Living Wills are a Critical Component of Estate Planning

March 31, 2012 marked the seventh anniversary of the death of Terri Schiavo, the 41-year-old who succumbed after her feeding ...

Why Middle Class Kids May Actually Have An Edge Over Rich Kids

We usually look at wealth as something that can help a child get ahead, perhaps by paying for tutors and ...

10 Important Income Tax Changes in 2016

The new year has begun and so has a new tax year. By understanding the latest changes in the tax ...

The Hazards of Buying Individual Stocks

Everywhere you turn, financial media pundits seem to revel in the excitement and drama about the ups and downs of ...

If Donald Trump invested his inheritance in index funds, he might be wealthier

FMB Wealth Management does not endorse or recommend any candidates for presidential or any other office. This article is for ...

5 Reasons to Keep Calm When the Stock Market Takes a Dive

In August, investors saw some of the U.S. stock market’s worst days in years. Even investors and media pundits who ...

Fed Says It Won’t Raise Interest Rates for Now

Fed Says It Won’t Raise Interest Rates for Now The Federal Reserve announced in mid-September that it will postpone increasing interest ...

Are Target Date Funds Right for Your Retirement Portfolio?

Target date funds were first designed in the early 1990s specifically with the simple retirement planners’ needs in mind. Target ...

The backdoor to a Roth IRA is still open ‚for now

The Roth IRA was revolutionary when it became available nearly two decades ago. That’s because retirement accounts traditionally have been ...

How should freelance workers save for retirement?

More and more Americans are saying that the freelance life is the life for them. A whopping 53 million Americans ...

New poll finds that many adults are flying blind into retirement

According to a new survey by the Indexed Annuity Leadership Council, more than half of all U.S. adults have never ...

Timeless Tips on Tax-Wise Investing Part II: You and Your Tax-Wise Team

In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round tax-wise ...

How to Protect Yourself from Outliving Your Money in Retirement

In 2015, the average life expectancy for Americans is 79 years old, more than 10 years older than the average life ...

How to Protect Yourself from Outliving Your Money in Retirement

How to Protect Yourself from Outliving Your Money in Retirement In 2015, the average life expectancy for Americans is 79 years old, more ...

Obama’s proposed IRA regulations could help retirement savers

Obama’s proposed IRA regulations could help retirement savers New rules from the White House could soon impose fiduciary duty on financial ...

Supreme Court hears a case that may have broad implications for 401(k) savers

Supreme Court hears a case that may have broad implications for 401(k) savers On Feb. 24, the nation’s highest court began to ...

Average 401(k) savings reach record highs, consistent savers fare best

Average 401(k) savings reach record highs, consistent savers fare best Skyrocketing stock market activity coupled with greater contributions from employees last year has ...

The Art of Letting Go

I sometimes come across articles that I feel investors would enjoy, and last week one of them caught my attention in particular ...

INTEGRATED HEALTH

Integrated Health.  Sounds nice.  What does it mean? Dictionary.com defines integrated as “combining or coordinating separate elements so as to provide a harmonious, ...

Lessons on Leadership from the Livestock

Below is a reprint of an article I wrote for the Pepperdine University CareerNetwork Newsletter. A copy of the original article, ...