An NUA strategy allows for preferred tax treatment on the sale of employer stock after its “in-kind” distribution, rather than taxing the distributions at ordinary income tax rates. While this may seem like an obvious strategy for many investors, you need to consider the rules around the NUA transaction and their individual objectives.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about why it’s so important to talk to family members about finances and your future plans for your finances—even if that conversation may include some uncomfortable moments.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about why people should consider working beyond the typical retirement age, as well as why people should not include working beyond retirement age as a critical component of their financial planning strategy.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about why being “average” in the financial markets can be impressive, and even better in the long-term, than trying to consistently time the market or pick “winners.”
Read MoreIn this month’s edition of “Money Matters,” Scott talks about the importance of disability insurance and shares planning tips for protecting yourself in the event of an unexpected disability .
Read MoreIn this month’s edition of “Money Matters,” Scott talks about the biggest financial lessons he has learned throughout the years from Warren Buffett.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about market volatility through the years and how to best manage your personal financial portfolio when markets seem uncertain or in bear market territory.
Read MoreIn this month’s edition of “Money Matters,” Scott Oeth talks about the advantages and disadvantages of including small company stocks in your financial portfolio.
Read MoreInternational stocks have not done well recently compared with U.S. stocks. Yet, as we contemplate excluding international stocks from our portfolios, we should be aware of our tendency to commit recency errors. Learn why it’s important to recognize recency bias, and how it can have a negative effect on financial portfolios.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about one important and easy way to protect your financial accounts: freezing your credit. Freezing your credit with the three major credit bureaus is quick and easy. Listen to learn more about how you can freeze your credit in minutes.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about rolling over your 401k to an IRA, factors to consider in this decision, and how this decision can have positive and negative effects on your financial future depending on your situation. Listen to learn more about rolling over a 401k to an IRA.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about the recent volatility in the stock market and explains possible causes for the sudden market downturn, historical precedents, and financial strategies for successful long-term investors.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about how presidential election years can initially have a negative effect on the stock market, but explains how the market tends to bounce back and the importance of staying invested during an election year.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about why it is important, particularly for retirees, to consider a total return investing approach, rather than only an income portfolio approach, in their financial management plan.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about the importance of estate planning for everyone and why it’s crucial to have a solid estate plan defined and in writing. Listen to learn more about these key estate planning topics that everyone should have in place early in life.
Read MoreI’m excited to announce that Bridget Carey and Kaya Diebes have joined our team at Cahill Financial Advisors!
Read MoreIn this month’s edition of “Money Matters,” Scott talks about the the importance of protecting your home, including having adequate homeowners insurance and documenting your possessions in a video file, as well as tactics to protect your home from burglars.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about the benefits of investing in international stocks and the importance of diversifying your financial portfolio to include international stocks.
Read MoreIn this month’s edition of “Money Matters,” Scott discusses the 60/40 investment strategy, how this type of investment strategy has performed over time, and if the 60/40 investment strategy still offers a viable plan for financial investment success.
Read MoreIn this month’s edition of “Money Matters,” Scott discusses the financial market performance of 2023 and looks at 2024 investment opportunities.
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