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Six Ideas on How to Manage Debt Revisited

Episode 364 – According to an estimate by Experian, the average American adult holds $6,501 in credit card debt. Is there a way out? Here are six things that you might want to try. Continue Reading Six Ideas on How to Manage Debt Revisited

Be Skeptical of Financial Advice on Social Media

Episode 363 – It is perhaps not surprising that a lot of the financial advice you get on social media is misleading. A recent study shows us just how bad the situation is. Continue Reading Be Skeptical of Financial Advice on Social Media

Do You Really Want to Disinherit a Family Member?

Episode 362 – So, you’ve been estranged from one of your children for years now. Your feelings are hurt, and the relationship seemingly has no chance of recovery. Now what? You can certainly disinherit your child if you wish. But beware: it’s more complicated than you may realize. Continue Reading Do You Really Want to Disinherit a Family Member?

Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?

Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?

Episode 361 – The effective date of the New York Limited Liability Company Transparency Act, January 1, 2026, is nearly upon us. If your business was created in, or authorized to do business in, New York, you may be affected. If so, are you prepared to comply with its mandates and regulations? Continue Reading Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?

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Should I Use My Savings to Delay Collecting Social Security?

Should I Use My Savings to Delay Collecting Social Security?

Episode 358 – Deciding when to collect Social Security is one of the most important financial decisions you’ll ever make. Make a mistake there and you’ll pay for it—every month for the rest of your life. But what if you want to retire early? That doesn’t mean you also need to collect early. A “bridge” strategy can be an important tool to get you through those years between giving up your job and collecting Social Security. It could make you much better off in the long run. Continue Reading Should I Use My Savings to Delay Collecting Social Security?

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ClientLine® covers an array of financial planning topics including estate planning, tax issues, business marketing ideas and more.

ClientLine - Personal and Business Financial-Planning Information - Collage of 4 photos with people of various ages and ethnicities
ClientLine - Personal and Business Financial-Planning Information - Collage of 4 photos with people of various ages and ethnicities

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