We're "Official." Now What?
/
Financial steps to take before the wedding.
Read MoreFinancial Blog For Busy Professionals & Impact Investors
Ask Linda: Gifting Stock to my Child
/
I want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?
Read MoreDo you need a Living Trust?
/
More Privacy. More Control. Quicker distribution to beneficiaries.
Read MoreHow to Title your Assets
/
How should you title your assets? This guide will help you understand your options,
Read MoreIf Something Happens to You, What Happens to Your Pet?
/
Many people expect that a family member or friend will care for their pet if something happens to them. While that would be an ideal situation, sometimes the owner has reasons to believe that will not be possible.
Read MoreWhen you don't have an obvious beneficiary for your money... [video]
/![When you don't have an obvious beneficiary for your money... [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1706919567005-MZ0X49YHC83ROBDU8K53/Ask+Linda+%285%29.png)
When you don’t have an obvious beneficiary for your money…
Read MoreDigital Estate Planning
/
Many of us have a plan for our home, 401k, and IRAs in the event of our passing. What about digital assets, such as emails, texts, social media, airline miles, cryptocurrency, music files, and photos?
Read MoreIt's Time to Check Capital Gain Distributions
/
Many people learn about capital gain distributions when they file their taxes. Rather than wait for the surprise, I show you how to proactively prepare for the tax impact or take action to avoid it.
Read MoreAsk Linda: What does "rising yields" mean?
/
Dear Linda, I keep reading that bond yields are spiking. I am curious about what that means. Is it a good or bad thing?
Read MoreKnow a teenager working their first summer job? Tell them to do this... [video]
/![Know a teenager working their first summer job? Tell them to do this... [video]](https://images.squarespace-cdn.com/content/v1/5c1b1a77e17ba3747352f631/1707253147437-65I50B3QWB8GW6JXJG5Q/First+Summer+Job.png)
If you have a teenager in your life that is working their first summer job, talk to them about this money strategy.
Read More