Topic
Financial Planning
242 published works
Joe Raczynski | Technologist
The Algorithmic Financial Advisor: Prompt Gaps, Inadvertent Gender Bias, and the Future of Wealth
Cambridge, MA – MIT Media Lab – EmTech Future. Can an artificial intelligence chatbot give sound financial planning advice? It sounds like a straightforward question, but as consumer use of…
P.I.S.S.D.
A Financial Plan Is the Missing Piece of Most Disability Insurance Strategies
By Bob Kraft
Many people purchase disability insurance without examining how it connects to their broader financial situation. They select coverage based on a monthly benefit amount, pay the premiums, and assume they’ve…
Fennemore
NIL Changed the Money Timeline. Athlete Planning Needs to Catch Up.
By Fennemore
If a young athlete earns life-changing money at 18 or 19 years old, who is actually responsible for helping that athlete preserve it, protect it and build something lasting from…
Wills, Trusts & Estates Prof Blog
Why you shouldn’t count on inheriting money for your retirement
By Teddy Groce
Over the coming decades, baby boomers and older generations are expected to transfer more than $100 trillion in assets to their heirs, according to some estimates. If your parents or…
Hawley, Kaufman & Kautzer, S.C. Blog
Baby’s Here! The Wisconsin New Parent Legal & Financial Checklist
By Hawley, Kaufman & Kautzer, S.C. Staff
From birth certificates to guardianship: the practical steps every Wisconsin family needs to take in year one.September is often associated with more birthdays than any other month of the year,…
Scalable Law Blog
How to Make Your Law Firm More Profitable Without Simply Working More Hours
Ask a law firm owner what their profit target is for next quarter, and you'll often get a pause before an answer, if one comes at all. Ask about last…
Pennsylvania Divorce and Domestic Relations Blog
Hiring the “Secret Lawyer”
By Mark Ashton
The title sounds a bit too conspiratorial. But let’s assume you have been married for 5-10-15 years or more. You and your spouse now “know” each other but there are…
Stratus Financial Partners Blog
Stress Points During Downturns
Life insurance can provide stability when markets get rough, especially when a policy includes guarantees or indexed crediting protections. But those protections don’t eliminate every volatility impact. In an indexed…
Pennsylvania Divorce and Domestic Relations Blog
Financial Planning and College: The Conversation
By Mark Ashton
Both Charles Schwab and Fidelity Investments are making a play for you to bring your teenage kid in to open a kiddie investment account. There’s even a cute commercial where…
Stratus Financial Partners Blog
Why Neglect Kills Policies
Many people assume a life insurance policy will continue working as long as they pay their premiums. However, policies need ongoing attention to remain financially sound. This is especially true…