Financial Planning

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.

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.

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.

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.

How can EP documents influence the ability to secure your financial life?

Will the new CFP Board Managing Director of Enforcement change the Board's history of feckless enforcement? Likely not...

The scope and sophistication of cybercriminals is beyond scary- we offer two examples of what modern scams look like and how to counter threats.

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

We are recommending this Money.com article to better understand what goes into your credit report.

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.