Financial Planning

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.

Thinking about artificial intelligence and how autocorrect can sometimes get the better of us.

When rejoining the workforce, an older couple saved thousands of dollars thanks to a little known IRS rule.

A "case study" which explains two huge misconceptions surrounding social security benefits.

What are some of the most important factors to consider when estate planning? JR Robinson discusses why the Advance Health Care Directive is so important.