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Setting Your Values-Based Investing Priorities We all invest to make money, but a growing number of investors are also concerned about making a difference. These values-based investors strive to invest their money in companies that align with their values. They...
A Remedy for Your Taxable RMD Required minimum distributions (RMDs) are withdrawals the IRS requires you take from your IRA, SEP IRA, SIMPLE IRA, or retirement plan when you reach age 72. Roth IRAs are not included until after the death of the owner. At any time, you...
Tips for Working as a Couple to Achieve Your Financial Goals Let’s get one thing out of the way right up front: this is not my attempt at marriage advice.1 A large percentage of our clients have been happily together longer than I’ve been alive. These are the couples...
Don’t Believe All You Read, Stand by Your Convictions Suppose you are a coach. What do you say to your players to inspire them to think differently? On March 29, 1982, in the NCAA national championship game, legendary North Carolina’s men’s basketball coach, Dean...
And How to Start the Estate Planning Process Most people understand the importance of preparing an estate plan yet doing so can be an overwhelming task. However, there are important reasons why, regardless of your age or family situation, you should consider getting...
Consider Focusing on Outcomes Rather Than Outputs When evaluating where to make charitable contributions, donors are beginning to focus more on outcomes than outputs. What does this mean? Following are the differences between inputs, outputs and outcomes. Inputs – In...
Peter Mallouk
President & CEO, Creative Planning
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2022