Before purchasing an investment property, you need to know exactly what to look for to help protect your finances. Here are some vital factors to evaluate.

Abacus Wealth Partners

10.05.2024

How to Talk About Money with Your Aging Parents | Abacus Wealth Partners

Talking to your parents about their money decisions as they age can help set them up for a stable financial future. Here are tips for when and how to start.

Abacus Wealth Partners

03.05.2024

Crafting Your Legacy: Key Considerations for Inheritance Planning | Abacus Wealth Partners

Your legacy involves everything you'll leave behind and inheritance planning is an essential component of that. Here's what to consider when crafting yours.

Abacus Wealth Partners

26.04.2024

Balancing College Costs and Retirement: How to Fund Education Wisely | Abacus Wealth Partners

Is it possible to pay your child's college tuition without derailing your retirement goals? Here are our top tips for balancing these financial considerations.

Abacus Wealth Partners

25.04.2024

Navigating Infertility and Finances in 10 Steps | Abacus Wealth Partners

Infertility can be both an emotional and financial challenge. Here are some tips from someone who's navigated this journey themselves.

Abacus Wealth Partners

19.04.2024

Estate Planning for Unmarried Couples: 5 Things You Need to Know | Abacus Wealth Partners

Unmarried couples and long-term partners have extra considerations when preparing their estate plans together. Here's what to keep in mind.

Abacus Wealth Partners

12.04.2024

Yearly Financial Health Checklist: 6 Essential Moves to Keep Your Money in Shape | Abacus Wealth Partners

It’s important to update your financial plan yearly to help protect your financial well-being and goals. Here's what to consider.

Abacus Wealth Partners

05.04.2024

Retirement Savings Goal: How Much You Need to Retire by 65 | Abacus Wealth Partners

What should your retirement savings goal be, and will you have enough to retire by 65? Here's how to calculate that number and make a plan.

Abacus Wealth Partners

29.03.2024

Diversity in the Finance Industry: Why It's Essential and How to Achieve It | Abacus Wealth Partners

Here’s how incorporating DEI into the financial industry (and other industries) simply makes business better.

Abacus Wealth Partners

22.03.2024

8 Critical Steps to Take When Receiving an Inheritance | Abacus Wealth Partners

When you receive an inheritance, how do you incorporate it into your own financial plans for the future? Here are our top eight suggestions.

Abacus Wealth Partners

15.03.2024

Closing the Gap: Overcoming Gender Wage Inequality | Abacus Wealth Partners

Gender wage inequality has had a direct impact on women’s wealth, financial security, and retirement for decades. Here are our top strategies for addressing it.

Abacus Wealth Partners

13.03.2024

Presenting the 2023 Abacus Wealth Partners Impact Report | Abacus Wealth Partners

We're proud to share the inaugural edition of the Abacus Wealth Partners Impact Report, a comprehensive overview exploring our impact.

Abacus Wealth Partners

08.03.2024

When and Why You May Need an Accountant | Abacus Wealth Partners

Accountants may help you file taxes but they can offer so much more. Here’s a guide to discovering why an accountant may be right for you.

Abacus Wealth Partners

01.03.2024

Is Homeownership Still a Worthwhile Investment? | Abacus Wealth Partners

Here are some costs and potential benefits buyers should keep in mind when considering whether to rent or invest in a property.

Abacus Wealth Partners

23.02.2024

Goodbye to Mint.com: 3 Alternative Budgeting Apps to Consider | Abacus Wealth Partners

With Mint.com shut down, here are three alternative budgeting apps to consider from a Financial Advisor who has tried them.

Abacus Wealth Partners

16.02.2024

2024 Tax Planning Tips for Retirees | Abacus Wealth Partners

Tax planning in retirement can be tricky given the different (and ever-changing) rules involved. Here are some essential 2024 tips that can help.

Abacus Wealth Partners

09.02.2024

Q4 Reflections: Easing Financial Conditions, Key Lessons from 2023, and What Investors Can Do in 2024 | Abacus Wealth Partners

Here’s what happened during the fourth quarter of 2023, key lessons from the year, and what investors can bear in mind going into 2024.

Abacus Wealth Partners

02.02.2024

Transforming Your Money Mindset: Shifting from Scarcity to Abundance | Abacus Wealth Partners

Find your “enough” and transform your financial mindset from scarcity to abundance by using these key practices.

Abacus Wealth Partners

25.01.2024

Navigating Divorce: A Comprehensive Guide for Women | Abacus Wealth Partners

Divorce can often feel overwhelming. Here’s a comprehensive guide on how women can navigate the emotional, financial, and legal challenges.

Abacus Wealth Partners

19.01.2024

One More Year Until Retirement? Here's What to Do | Abacus Wealth Partners

Strategic retirement planning can help to support long-term financial independence. Here’s what to prioritize in the year before you retire.

Abacus Wealth Partners

12.01.2024

Does International Diversification Still Make Sense? | Abacus Wealth Partners

Deciding whether to invest in U.S. or international stocks may make a significant difference in your returns. Here’s what the history and data tell us.

Abacus Wealth Partners

05.01.2024

9 Tips for Achieving Your New Year Money Goals | Abacus Wealth Partners

Setting new year's goals for your financial success in 2024 can be a powerful way to build financial freedom and grow confidence. Here's how to get started.

Abacus Wealth Partners

29.12.2023

The Market and Inflation: Is This Time Different? | Abacus Wealth Partners

Short-term anxiety about inflation might be clouding investors’ long-term outlook. Here’s where taking a longer view of the market can help.

Abacus Wealth Partners

22.12.2023

Reflections on 2023: Expanding What’s Possible | Abacus Wealth Partners

Our 2023 year-end update fills us with gratitude for our clients, colleagues, and community that help us expand what’s possible.

Abacus Wealth Partners

15.12.2023

4 Money Intentions to Help Build Wealth and Find Ease | Abacus Wealth Partners

Setting intentions that balance both your financial and personal well-being can help create motivation. Here are tips for setting intentions in the new year.

Abacus Wealth Partners

08.12.2023

How to Make the Most of Your Charitable Donations | Abacus Wealth Partners

Charitable giving not only helps others, it can also potentially help you save on taxes. Here's our guide to finding your win-win balance.

Abacus Wealth Partners

01.12.2023

What the 2024 HSA Limit Increase Means for Your Finances | Abacus Wealth Partners

HSA contributions limits are going up in 2024. Here’s a simple breakdown of how to leverage this change and maximize your financial planning.

Abacus Wealth Partners

17.11.2023

Trust Issues: How Estate Planning Can Impact Your Child’s Future | Abacus Wealth Partners

Creating an estate plan for your children can feel daunting. Especially if they are young adults or are not great with money. Here is a helpful, practical guide for navigating solutions.

Abacus Wealth Partners

09.11.2023

Q3 Reflections: Navigating Market Challenges, Interest Rates, and the Rise of AI | Abacus Wealth Partners

Market uncertainty doesn’t have to mean financial panic. Here’s how to better understand the challenges of headlines, interest rates, and the rise of AI.

Abacus Wealth Partners

03.11.2023

Financial Advisor vs. AI – Who Gets it Right? | Abacus Wealth Partners

A financial advisor assesses how Artificial Intelligence (AI) answered one of the most important financial planning questions – with surprising results.

Abacus Wealth Partners

27.10.2023

Exploring Different Income Streams During Retirement | Abacus Wealth Partners

Modern retirement is changing. Here’s how to explore new income streams to help you fulfill your next era of living.

Abacus Wealth Partners

21.10.2023

Managing Medicare Costs: Strategies to Tackle IRMAA | Abacus Wealth Partners

Income-Related Monthly Adjustment Amount (IRMAA) is a hidden Medicare cost retirees should be aware of. Here’s how to prepare.

Abacus Wealth Partners

13.10.2023

Divorce Decisions: How a CDFA and Financial Advisor Can Guide You | Abacus Wealth Partners

A financial advisor and Certified Divorce Financial Analyst (CDFA) can help make a financial settlement during divorce equitable. Here's how.

Abacus Wealth Partners

13.10.2023

What You Need to Know Before Withdrawing Social Security | Abacus Wealth Partners

Understanding Social Security can be challenging. Here is a straightforward guide that answers your most common questions.

Abacus Wealth Partners

13.10.2023

Should I Be Investing for Dividends? | Abacus Wealth Partners

Should you be investing for dividends? This seemingly complex question has a surprisingly straightforward answer.

Abacus Wealth Partners

21.09.2023

Decoding Medicare: A Closer Look at Parts A, B, C, D | Abacus Wealth Partners

Understanding how Medicare works can feel overwhelming. Here's a detailed yet guide to help you understand it and get the coverage you need.

Abacus Wealth Partners

14.09.2023

What to Know About Serving as an Estate Executor: An Essential Checklist | Abacus Wealth Partners

Becoming executor of a loved one’s estate after they’ve passed while also balancing your emotions can be challenging. Here’s a guide to navigating the process.

Abacus Wealth Partners

07.09.2023

How a Chatbot Explains Financial Theory | Abacus Wealth Partners

Financial questions and artificial intelligence – what advice can you trust? Here’s what you need to know about the limitations of chatbots.

Abacus Wealth Partners

31.08.2023

Is This All There Is? | Abacus Wealth Partners

Having more time and freedom in retirement may seem like paradise, but there’s a downside if you’re not careful. Here’s how to ask the right questions to avoid despair.

Abacus Wealth Partners

31.08.2023

Making a Difference with Your Money: Investing, Spending and Beyond | Abacus Wealth Partners

Care about creating impact with your money? Here are some unique ways to have a responsible social impact.

home›Abacus Wealth Partners›Economy

Abacus Wealth Partners - Economy

Purchasing an Investment Property? Consider This First | Abacus Wealth Partners

How to Talk About Money with Your Aging Parents | Abacus Wealth Partners

Crafting Your Legacy: Key Considerations for Inheritance Planning | Abacus Wealth Partners

Balancing College Costs and Retirement: How to Fund Education Wisely | Abacus Wealth Partners

Navigating Infertility and Finances in 10 Steps | Abacus Wealth Partners

Estate Planning for Unmarried Couples: 5 Things You Need to Know | Abacus Wealth Partners

Yearly Financial Health Checklist: 6 Essential Moves to Keep Your Money in Shape | Abacus Wealth Partners

Retirement Savings Goal: How Much You Need to Retire by 65 | Abacus Wealth Partners

Diversity in the Finance Industry: Why It's Essential and How to Achieve It | Abacus Wealth Partners

8 Critical Steps to Take When Receiving an Inheritance | Abacus Wealth Partners

Closing the Gap: Overcoming Gender Wage Inequality | Abacus Wealth Partners

Presenting the 2023 Abacus Wealth Partners Impact Report | Abacus Wealth Partners

When and Why You May Need an Accountant | Abacus Wealth Partners

Is Homeownership Still a Worthwhile Investment? | Abacus Wealth Partners

Goodbye to Mint.com: 3 Alternative Budgeting Apps to Consider | Abacus Wealth Partners

2024 Tax Planning Tips for Retirees | Abacus Wealth Partners

Q4 Reflections: Easing Financial Conditions, Key Lessons from 2023, and What Investors Can Do in 2024 | Abacus Wealth Partners

Transforming Your Money Mindset: Shifting from Scarcity to Abundance | Abacus Wealth Partners

Navigating Divorce: A Comprehensive Guide for Women | Abacus Wealth Partners

One More Year Until Retirement? Here's What to Do | Abacus Wealth Partners

Does International Diversification Still Make Sense? | Abacus Wealth Partners

9 Tips for Achieving Your New Year Money Goals | Abacus Wealth Partners

The Market and Inflation: Is This Time Different? | Abacus Wealth Partners

Reflections on 2023: Expanding What’s Possible | Abacus Wealth Partners

4 Money Intentions to Help Build Wealth and Find Ease | Abacus Wealth Partners

How to Make the Most of Your Charitable Donations | Abacus Wealth Partners

What the 2024 HSA Limit Increase Means for Your Finances | Abacus Wealth Partners

Trust Issues: How Estate Planning Can Impact Your Child’s Future | Abacus Wealth Partners

Q3 Reflections: Navigating Market Challenges, Interest Rates, and the Rise of AI | Abacus Wealth Partners

Financial Advisor vs. AI – Who Gets it Right? | Abacus Wealth Partners

Exploring Different Income Streams During Retirement | Abacus Wealth Partners

Managing Medicare Costs: Strategies to Tackle IRMAA | Abacus Wealth Partners

Divorce Decisions: How a CDFA and Financial Advisor Can Guide You | Abacus Wealth Partners

What You Need to Know Before Withdrawing Social Security | Abacus Wealth Partners

Should I Be Investing for Dividends? | Abacus Wealth Partners

Decoding Medicare: A Closer Look at Parts A, B, C, D | Abacus Wealth Partners

What to Know About Serving as an Estate Executor: An Essential Checklist | Abacus Wealth Partners

How a Chatbot Explains Financial Theory | Abacus Wealth Partners

Is This All There Is? | Abacus Wealth Partners

Making a Difference with Your Money: Investing, Spending and Beyond | Abacus Wealth Partners

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