A shocking stat from Think Advisor: 👉 42% of heirs lose their inheritance within just ONE year. The average amount? 💰 $133,000 — gone. So what’s really going on here? And more importantly… how can families avoid it?
It sounds like a smart move: claim your Social Security early, invest the checks, and get ahead. But for many high earners, that strategy can backfire… and cost far more than expected. As Erin Kennedy and I discuss, claiming early and investing the benefit isn’t as simple as it sounds.
Social media platforms like TikTok are changing how people learn about money, but not always for the better.
Turning 59½ can unlock a powerful (and often misunderstood) retirement planning option: the in-service rollover.
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.