Appreciate Finance Blog
Solo 401K Accounts
If you have a solo 401k, also known as a self-employed 401k or an individual 401k, your plan year typically is the same as the calendar year. When the plan’s assets as of December 31 last year exceeded $250k, you are required to file a Form 5500-EZ with the IRS before...
All about credit scores
This article, from Equifax, has many informative articles about credit scores, credit reports, fraud and identity theft and more. I wanted to share it with you, so you can be well informed. Read more here...
Financial Advising and Buddhist Practices
Abacus Wealth Partners may be the only advisory firm in the country with an unabashed Buddhist orientation. Co-founders Spencer Sherman and Brent Kessel are practicing Buddhists, and Sherman leads a daily 9 a.m. meditation session that anyone in the firm can join....
Do You Need A Beneficiary For Your Bank Account?
Naming a beneficiary may be familiar to you. It’s a step that’s often required when you’re opening an IRA, purchasing an annuity, acquiring a life insurance policy, opening a brokerage account or even buying shares of a mutual fund. But those accounts aren’t the only...
Can I receive Social Security Benefits if I move to a different country later?
Getting social security while living internationally is generally workable, though there are restrictions on receiving it in certain countries. If you are a green card holder and qualify for benefits you can receive social security benefits without issues. SSA will...
Connecting financial realities with the life we long to lead
For decades, George Kinder, founder of the Kinder Institute for Life Planning, has focused on life planning, which he says “connects the dots between our financial realities and the life we long to live.” He recently spoke with Rethinking65. Read the entire exchange...
Return your leased car or buy out the lease?
This is one of the few times when the car you leased 3 years ago may be worth more than the pre negotiated buyout price. Read on here before you turn in that leased car.
Explore Intention for Financial Planning
Success in Financial Planning and achieving the goals we set out for ourselves, starts from our intentions -- sometimes the inner work is more important than the outer work in this process. Read the full article here on Forbes...
Can Young People Still Count on Social Security?
Social Security needs to hire a PR agent. It’s one of the most important government programs we have but it has a perception vs. reality issue. Some people think it’s going to run out of money. Some people think it’s a Ponzi scheme. Some people think they’ll never see...