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Independent Media

All posts by Independent Media

Financial and Business Planning | on October 16, 2019 / By Independent Media Video: What a Warren Presidency Could Mean for Markets
Financial and Business Planning | Investment Management | on October 09, 2019 / By Independent Media Here Is What 1200 Of The World’s Leading Impact Investors Focus On Last week saw the gathering of 1200 global impact investors and professionals in Amsterdam for the 10th annual Glob...
Investment Management | on October 04, 2019 / By Independent Media Charles Schwab Just Made Stock-Trading Free: Why There’s a Downside to This Charles Schwab just made it cheaper to buy and sell stocks whenever you want. That doesn’t mean you should. Th...
Financial and Business Planning | on October 02, 2019 / By Independent Media Democrats Want to Tax the Rich. Here’s How Those Plans Would Work Among Democratic presidential candidates, it’s the rallying cry of the moment — tax the rich. The idea is a cen...
Family and Finance | on September 26, 2019 / By Independent Media Losing an Inheritance Is Easy, Because Saying No Is Hard When Elisabeth Root learned that her uncle had left her almost $1 million after his death earlier this year, she pa...
Financial and Business Planning | on September 20, 2019 / By Independent Media Defined Benefit Plans for High Self-Employment Income vs. SEP IRAs On a recent trip to LA to see some of my clients, I realized that I had reached a milestone with a few of these suc...
Financial and Business Planning | on September 18, 2019 / By Independent Media What Retirement Means Now According to the Bureau of Labor Statistics, by 2028 there will be 43 million people 55 and older in the work force...
Family and Finance | Trusts and Estates | on September 11, 2019 / By Independent Media Where There’s A Will, There’s Not Always An Estate Plan When I ask retirees if they have an updated estate plan in place, I get a mix of responses. Some people recognize t...
Family and Finance | on September 03, 2019 / By Independent Media The Legal Dangers Of Living Together For couples over 50, living together has a lot of appeal and is on the rise. In fact, the number of unmarried coupl...
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