College Planning
Generational Financial Divide
GENERATIONAL FINANCIAL DIVIDE If some random person off the street handed you $10,000 in cash, no strings attached, and would pay the taxes on this
May 19, 2022
Category: Estate Planning
Estate
Test Your Estate Strategy Knowledge
Resources Disclosures This article was written for information purposes only and its content should not be construed by any consumer and/or prospective client as rebel Financial’s solicitation
May 26, 2022
Not-So-Powerful Powers of Attorney
Everybody should have a power of attorney—that is, a legal document that gives a designated individual the right to act on their behalf when making
May 25, 2022
When Protection Matters: Consider a QTIP Trust
Several years ago, Jack’s father died. Jack grieved not only for his father’s passing, but also for his widowed mother who had been married to
May 25, 2022
Insuring Your Second Home
Vacation home sales jumped 57% to an estimated 1.13 million for the 12-month period ended December 31, 2014, exceeding the recent peak level reached in
March 17, 2025
Make the Most of Your 401(k)
As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue
May 24, 2022
What Happens to My Retirement Assets in the Event of a Divorce?
Retirement Assets in the Event of a Divorce Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the
May 24, 2022
What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?
What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence? For U.S. federal income tax purposes, you may be able
May 24, 2022
Retirement Confidence: It’s All in the Plan
Americans’ confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and 2013. The increasing optimism is
May 24, 2022
Large-Cap Stocks: Why They Could Be a Building Block for Your Portfolio
Stocks and stock mutual funds are often grouped according to size, or “market cap,” a term that represents the total dollar value of a company’s
May 24, 2022
