Advisor Insights – Thomas Mingone on Investopedia
Posts Categorized: Financial Planning
The checklist every adviser needs to serve LGBT clients
From Financial-Planning.com July 22nd, 2016 By Thomas Mingone Since the U.S. Supreme Court constitutionalized same-sex marriages last year, there are now approximately 491,000 same-sex marriages in the U.S.; 123,000 marriages more than prior to the ruling. This landmark recognition ensured that all married gay clients are entitled to a plethora of financial planning strategies and workplace… Read more »
Retirement Income Is Falling Short in All but These 3 States
From Money.com May 23rd, 2016 By Elizabeth O’Brien What do retirees in Hawaii, Alaska, and South Carolina have in common? Turns out seniors in those three states share something significant: retirement incomes that equal at least 70% of the income they earned in their working years, according to astudy released today by Bankrate.com. Incomes for… Read more »
7 Signs Your Lifestyle is Killing Your Portfolio
From usnews.com May 16th, 2016 By Christine Giordano You know that icky feeling. Your friends are all about to do something fun, like head to Las Vegas, and you can’t quite afford it. Or maybe it’s your turn to be generous and grab the check, but you know you’ve been spending way too much. Perhaps… Read more »
Getting the Most Out of Your Tax Review Meetings
From accountingweb.com, March 18th 2016 By Thomas Mingone Increasingly, we live in a do-it-yourself world. YouTube videos walk us through simple home repairs that minimize the need for plumbers and electricians. Sophisticated robo-advisor algorithms allow self-directed investors to build and automatically rebalance their own portfolios. And user-friendly tax software from the likes of Intuit and… Read more »
Here’s How to Help Your Grandkids Pay for College
From thefiscaltimes.com, January 26th 2016 By Beth Braverman A growing number of Baby Boomers start pondering their financial legacy, helping grandchildren (and their parents) cover the skyrocketing costs of college seems like a no-brainer. Assisting with college costs is a big gift that benefits both younger generations at once, and it’s more meaningful than simply… Read more »
Educating the Next Generation of Investors
From usnews.com, January 4th, 2016 By Kate Stalter Baby boomers are expected to pass along $30 trillion in assets during the next 30 years. At some point, many people begin considering how their assets, including investment portfolios, can be passed along to their children or grandchildren. Often, part of that wealth transfer occurs while all… Read more »
Why having a trust plan is essential for all investors
From Crain’s Wealth, December 11, 2015 By Thomas Mingone, Managing Partner Over the next 40 years, it’s projected that more than $41 trillion will be inherited by the children of baby boomer parents, the single largest intergenerational wealth transfer in human history. Yet few of us have done much in the way of meaningful planning… Read more »
Here’s How to Keep Your Spending in Check This Holiday Season
U.S. consumers may be feeling more financially healthy now, but that doesn’t mean budgeting should fall off our radar — especially around the gift-giving season. Watch the video featuring Capital Management Group founder Tom Mingone, or read the article on The Street for advice on how to spend wisely this holiday.
When You and Your Honey Fight About Money
From AARP October/November 2015 By Joe Kita If you and your partner have been squabbling more and more about finances, you’re not alone. According to a 2012 Harris Interactive poll of 1,005 adults, the average number of money fights that couples have increases with age. Just 15 percent of 18- to 34-year-old couples said finances trigger… Read more »
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