Trusts can feel complicated, and for many families, unnecessary. But in the right situation, a trust can be a powerful tool to protect your assets, avoid probate, and keep control in the right hands.
Have you ever wondered if a financial advisor is worth it? A lot of Do-it-yourself investors would rather skip the advisory fee, but that may be a costly decision. In fact, according to Vanguard's "Advisor’s Alpha" study, a good financial advisor can add about 3% in net returns *per year* through behavioral coaching, asset allocation, rebalancing, and tax planning. In this video, Erin Kennedy and I interview Nick Manley with Vanguard to discuss, in detail, the reasons behind that performance gap.
Improving your investment performance doesn’t always mean taking more risk... or chasing the latest trend. In this video, Dustin with Mundorf Wealth Management and Erin Kennedy break down 4 simple, fundamentals-based ways to improve results without adding complexity.
A new provision in President Trump’s tax bill is getting a lot of attention: a government-funded $1,000 savings account for children, now known as “Trump Accounts.” But as with most things in tax policy, the details matter. In this interview, Dustin with Mundorf Wealth Management and Erin Kennedy break down who's eligible, who can contribute, how these accounts are invested, and much more.
Starting next year, workers age 50 and older earning more than $145,000 will lose a major 401(k) tax break. As Dustin with Mundorf Wealth Management explains to Erin Kennedy, catch-up contributions that used to reduce taxable income must now be made after tax - as Roth contributions. That could mean less take-home pay today, but potentially tax-free withdrawals later.
You’ve heard of asset allocation, but what about asset location? 📍 Where you hold your investments can be just as important as what you invest in when it comes to lowering your tax bill. In this new conversation, Dustin with Mundorf Wealth Management and Erin Kennedy break down 4 simple but powerful strategies that could help keep more of your money working for you: