Frank Talk - 1st Quarter Newsletter (2021)
03/18/2021
- Editorial
- Stress Testing: Does Your Portfolio Pass the "What If" Test?
- To Make Your Savings Last, Consider Phased Retirement
- Repayment Plans Can Ease the Pain of Student Loan Debt
- How to Keep States From Taxing You Twice
Frank Talk - 4th Quarter Newsletter (2020)
12/18/2020
- Editorial
- Congratulations on Your Windfall! Now, for the Caveats
- The Kiddie Tax: What's New is Old Again
- Should You Start Social Security Benefits Early?
- How a CRT Can Work as a "Stretch IRA" Substitute
Frank Talk - 3rd Quarter Newsletter (2020)
08/28/2020
- Editorial
- Make the most of estate and gift tax exemptions
- Now more than ever, life insurance is worth considering
- Giving to charity is a little sweeter in 2020
- Approaching retirement? How to deal with market volatility
Frank Talk - 2nd Quarter Newsletter (2020)
05/14/2020
- Editorial
- Building an Emergency Fund to Weather Any Storm
- How a Living Will Helps Ensure Your Last Wishes are Carried Out
- Making Financial Plans? Get Your Assets Appraised
- Wait! Don't Leave Your Job Without Your Retirement Account
Frank Talk - 1st Quarter Newsletter (2020)
02/27/2020
- Editorial
- New Tax Strategies for Charitable Givers
- DAFs Offer a Low-Cost Alternative to Private Foundations
- What Bond Investors Need to Know About Yield
- Investment Fraud: If it seems too good to be true...
Frank Talk - 4th Quarter Newsletter (2019)
11/22/2019
- Editorial
- Active vs. Passive Investing: How the Strategies Actually Differ
- Capital Gains Planning: When Timing is Everything
- Should You Retire Your Mortgage Before You Retire?
- Reversing Direction: The Benefits of "Upstream" Estate Planning
Frank Talk - 2nd Quarter Newsletter (2019)
07/31/2019
- Editorial
- Planning for a Tax-Efficient Retirement
- Investment vs. Speculation: The critical difference
- Parental Priorities: How to choose a guardian for your child
- 8 Tips for Protecting Your Money From Cyberattacks
Frank Talk - 1st Quarter Newsletter (2019)
03/19/2019
- Editorial
- Substantiating Charitable Gifts: Do You Know the Rules?
- Cash is King: The Role this Often-Derided Asset Plays in Your Portfolio
- How Tax-Advantaged Health Plans Contribute to Your Financial Well-Being
- New Rules Make 401(k) Hardship Withdrawals Easier
Frank Talk - 4th Quarter Newsletter (2018)
12/22/2018
- Editorial
- Using a Charitable Trust to Pay for College
- Your Responsibility When Hiring Household Help
- Disability Insurance: Are You Really Protected?
- No Gain, No Pain: Year-End Tax Planning for Investors
Frank Talk - 3rd Quarter Newsletter (2018)
08/21/2018
- Editorial
- Kiddie Tax: New Hazards, New Opportunities
- How to Transition into a Comfortable Retirement
- Intrafamily Loans Offer Family Value
- Make Your Charitable Contributions Count Under the TCJA
Frank Talk - 2nd Quarter Newsletter (2018)
06/07/2018
- Editorial
- What's in the New Tax Law for You?
- Convertible Bonds Can Provide the Best of Both Worlds
- Natural Disasters - For the Best Financial Outcome, Prepare for the Worst
- Using the 4% Rule to Make Retirement Fund Withdrawals
Frank Talk - 1st Quarter Newsletter (2018)
02/21/2018
- Editorial
- 3 Questions Can Help You Tune Up Your Investment Portfolio
- Cradle to College - How to Give Your Children a Solid Financial Education
- Start the Year Right: Review Withholding and Estimate Tax Payments
- Don't Get Taxed Twice on Nondeductible IRA Contributions
Frank Talk - 4th Quarter Newsletter (2017)
11/09/2017
- Editorial
- Before You Renovate Your Home, Do the Math
- Estate Planning for Your Digital Assets and Accounts
- A Trust Without a Beneficiary: What's the Purpose?
- Against the Grain: Why Contrarian Investors Take an Unconventional View
Frank Talk - 3rd Quarter Newsletter (2017)
08/15/2017
- Editorial
- High-Income Earners Can Benefit from Roth IRAs
- Role of DAFs and PIFs in a Charitable Giving Plan
- 3 Classic Investment Strategies are Always in Style
- How Disability Insurance Protects Your Finances from the Unexpected
Frank Talk - 2nd Quarter Newsletter (2017)
05/12/2017
- Editorial
- ESOPs Offer a Tax-Efficient Exit Strategy for Business Owners
- Portfolio Diversification: Too Much of a Good Thing?
- When One Trustee Isn't Enough, Consider Appointing a Trust Protector
- What to do if You Inherit an IRA
Frank Talk - 1st Quarter Newsletter (2017)
03/07/2017
- Editorial
- How to shift income to family members and save money
- Managing volatility by combining cyclical and defensive stocks
- Is there unclaimed property with your name on it?
- Charity begins at home
Frank Talk - 4th Quarter Newsletter (2016)
12/07/2016
- Editorial
- Self-Directed IRAs: Watch Out for These 3 Tax Traps
- Falling Markets, Though Inevitable, Provide Opportunities
- When Should You Pull the Trigger on Social Security Benefits?
- Weighing the Pros and Cons of LTC Insurance
Frank Talk - 3rd Quarter Newsletter (2016)
08/30/2016
- Editorial
- Paying for College
- Is Your Bond Portfolio Ready for Rising Rates?
- A QCD Might Help You Meet Charitable Giving and Tax Savings Goals
- Preventing Heirs From Bending Your Will and Violating Your Trust
Frank Talk - 2nd Quarter Newsletter (2016)
05/10/2016
- Editorial
- Protect Yourself from Tax Identity Theft
- Should You Undo a Roth IRA Conversion
- Taxable vs. Tax-Advantaged Accounts - Where you hold your investments matters
- International Estate Planning: How to Avoid Tax Traps
Frank Talk - 1st Quarter Newsletter (2016)
02/01/2016
- Editorial
- Managing Finances Following the Death of a Spouse
- Beyond Bonds
- Making Meaningful IRA Contributions is Easier Than Ever
Frank Talk - 4th Quarter Newsletter (2015)
08/01/2015
- Editorial
- Three Benefits of Donor-Advised Fund Giving
- Taking the Right Steps When Using an FLP or LLC
- Currency Movements and Your Portfolio
- Are You at Risk for AMT Liability?
Frank Talk - 3rd Quarter Newsletter (2015)
07/01/2015
- Editorial
- Four Mid-Year Planning Tips to Lower Your Tax Bill
- Bring Your Estate Plan Into the 21st Century
- How Risky is Your Portfolio?
- When Selling Your Business, Have a Retirement Backup Plan
Frank Talk - 2nd Quarter Newsletter (2015)
04/01/2015
- Editorial
- Stress Test Your Investment Portfolio
- Emerging Markets
- Trusts and Taxes
- Managing Retirement Savings After a Job Change
Frank Talk - 1st Quarter Newsletter (2015)
01/01/2015
- Editorial
- You’ve Inherited a Large Sum of Money…Now What?
- The BDIT
- Take the Alternative Route
Frank Talk - 4th Quarter Newsletter (2014)
11/01/2014
- Editorial
- Term vs. Perm
- Smoothing the Ups and Downs
- Keep More of Your Investment Earnings
Frank Talk - 3rd Quarter Newsletter (2014)
08/01/2014
- Editorial
- A Primer on the Timing of RMDs
- Floating-Rate Bond Funds Offer an Alternative Yield Source
- Exemption Portability vs. a Credit Shelter Trust
Frank Talk - 2nd Quarter Newsletter (2014)
05/01/2014
- Editorial
- Making the Best of Capital Loss
- Tax-Smart Investing
- Is College Right Around the Corner?
Frank Talk - 1st Quarter Newsletter (2014)
01/01/2014
- Editorial
- Discussing Finances with Your Spouse
- Preferred Stock - Hybrid Securities Behave Like Bonds, Trade Like Equities
- Revise Your Estate Plan to Cover Health Care Directions?