With college campuses opting for online classes during the COVID-19 outbreak, many students have been taking classes from home, and all indications are this will continue at least through the …
Navigating the Ups and Downs of the Stock Market in 2020
These are the times that try investors’ risk tolerance, patience, and behavioral biases . . . and men’s and women’s souls. Modern portfolio theory drives our processes at Glass Jacobson. …
Don’t “Knock” the Backdoor Roth Conversion Solution
Roth IRAs are becoming increasingly popular savings vehicles as investors realize their utility in securing long-term financial goals as well as their availability to fund shorter-term financial goals, such as …
How to Ensure Your Loved Ones Are Cared For When You Pass Away
It is tragic when a client contacts us after losing a spouse; even more so when it is unexpected. Often times, the surviving spouse was not the financial decision maker …
Divorce Settlements: Which Assets You Should Consider
“How did we get to this point?” “What happened to us?” “When did it all go so terribly wrong?” Couples facing the heartbreaking decision to stay married or to divorce …
Stuck in Colder Weather: Navigating the Challenges of Divorce
When I considered writing about divorce, I thought the piece would have to strike the right tone and tenor. I struggled with what that is. Does it even exist in …
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