Key Elements of the Consolidated Appropriations Act of 2020
The bill dubbed "Coronavirus Stimulus 2.0" offers new and notable provisions. Read more about what changes you should be aware of and gain access to further resources.
Read More
Don't You Think the Stock Market Bubble is About to Burst?
Based on current market trends can we expect the current bubble to burst? We offer historical examples and analysis to respond to this question our clients and investors are asking.
Read More
Rescue from a Scammer
How financial scams can begin with online seminars and transpire into difficulties for clients. This story also outlines the solutions for handling the repercussions of scams.
Read More
Catch of the Day: Beware the Bank as Successor Trustee
These essays offer real life examples from my practice of how the biggest planning mistakes people make have everything to do with miscues, oversights, and/or lack of awareness of obscure rules pertaining to the non-investment aspects of their financial plans.
Read More
Catch of the Day: Estate Planning
How can EP documents influence the ability to secure your financial life?
Read More
New CFP Tough Talk, Same Old Misconduct?
Will the new CFP Board Managing Director of Enforcement change the Board's history of feckless enforcement? Likely not...
Read More
What Do Financial Scams Look Like in 2020?
The scope and sophistication of cybercriminals is beyond scary- we offer two examples of what modern scams look like and how to counter threats.
Read More
How Knowing a Little Latin Can Help Avoid Planning Pitfalls
How can understanding certain latin phrases help you make better financial decisions when considering inheritance and beneficiaries? Check out our article for some great insights
Read More
How to Get Items Removed From Your Credit Report
We are recommending this Money.com article to better understand what goes into your credit report.
Read More
It’s Time to Re-think Tax Planning Advice
This blog is intended to raise listener awareness of how recent and potential future tax law changes are causing planners to radically rethink the traditional advice and strategies we have been giving our clients for decades.
Read More