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Who is a Fiduciary?

March 24, 2019

The hot word these days in the world of investing is “fiduciary.” In noun form, fiduciary is a person or organization that owes to another the duties of good faith and trust. An attorney owes these duties as well as the duty of confidentiality to their clients. Someone serving as a trustee owes similar duties…

Urgent Tax Planning is Required

March 17, 2019

When Congress passed the Tax Cuts and Jobs Act at the end of 2017, it created new lower tax brackets for U.S. taxpayers. However, the law included a sunset provision which automatically repeals the reduced tax rates in 2025. What additional tax legislation is likely in the future? It’s not a secret that the country…

Don’t Settle for Cookie-Cutter Advice

March 10, 2019

Many large financial services firms struggle with providing financial advice to their thousands — and, in some cases, millions — of customers. It can be nearly impossible to provide personalized financial advice to so many people. One way some of the largest investment and advisory firms attempt to overcome this problem is to make several…

Estate Planning Mistake

February 24, 2019

A radio listener of mine recently called to share an estate planning snafu that she experienced with her late father’s estate. Prior to her father’s death she had “put her name” on all of his accounts to avoid probate. However, she recently learned that her father’s broker had opened an additional account for him that…

Strategies to prevent outliving your money

February 15, 2019

According to the Social Security Administration, if you are 65 you have a 25 percent chance of living to age 90 and a 10 percent chance of living to age 95. This means, not only do you need to have enough income to provide for your desired lifestyle at your retirement age, but that income…

Planning in Retirement

February 8, 2019

Many people spend decades planning for the day when they can stop working. Those who are conscientious generally try to save and invest enough in a tax-efficient way in order to create sufficient capital to produce the necessary income to last throughout their lives. However, once you reach retirement the planning doesn’t end.   In…

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