Inheriting an IRA from a loved one can be confusing and costly if you make a mistake.
One of the most difficult conversations that grown children can have with their parents is a discussion about mom and dad’s finances.
What will make you happier?
Buying stuff or spending money on experiences?
Global equities had mixed performance in the third quarter with large U.S. stocks inching higher and small U.S. stocks falling 2.4%. Foreign stocks struggled in the face of trade negotiations and ongoing tariff disputes.
Compared to past joint tax return filing with their deceased spouse, a surviving spouse may land in a higher marginal tax bracket – referred to as the “widow’s penalty.” Unfortunately, the Tax Cuts and Jobs Act (TCJA) has made the widow’s penalty more severe in many instances.
Saving for college through contributions into a 529 college savings plan is an excellent way to ultimately cover at least part of the price of a college degree.
If you are planning to sell your house, plenty of ways exist to boost your home’s sale price. Here are six things you can do to increase your home’s value for little or no cost.
If you are enrolled in a high deductible health plan (HDHP) through work or on your own, funding a Health Savings Account (HSA) could be considered a top priority
For over 28 years, Dowling & Yahnke has invested client assets as fiduciaries. Our firm is independent with respect to the investment vehicles we use, freeing us to design portfolios we believe will best meet client objectives. We continuously scrutinize our investment philosophy and the tools we use, challenging our thinking and experience to ensure our clients receive the best experience possible based on their financial objectives, risk appetite, and tax situation. In this quarter’s newsletter, we will explore our longstanding relationship with Dimensional Fund Advisors (DFA). While DFA mutual funds represent a minority portion of the assets we use in building portfolios, many of the philosophical and practical concepts underpinning DFA’s approach also permeate our thinking.