finance

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$400,000 and Counting

Steven Kaufman knows real estate, finance, and philanthropy.

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MoneySmart

Planning Strategies for Same-Sex Couples with an Age Gap

...for same-sex couples with an age gap. MoneySmart

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Columns

A Roth IRA Alternative?: Tax-Free Income Vehicles For High-Income Earners

When preparing for retirement, there are a variety of different planning strategies that you could consider.

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Columns

Getting Things in Order: Ensuring That Those You Care About Can Move Forward

While end-of-life planning is usually not a topic that people enjoy discussing, there will come a time when these conversations…

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Columns

Selling Appreciated Assets? Watch Out For The Tax Man

In today’s world of volatile stock markets and the uncertain real-estate landscape, it can be tempting for investors to sell…

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Columns

Keeping It Fair Financially When Taking the Next Step in your Relationship

Before you start picking out the china pattern, there are some financial issues that you both should consider—and discuss—prior to…

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Columns

Estate Planning Isn’t Just for the Rich

Planning is actually important for everyone, regardless of how many assets you have or what your marital status is.

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