financial

Legal: Estate Planning Pitfalls The purpose of a Last Will and Testament, in large part, is to ensure that one’s heirs can take care of...

Would you fail a basic Social Security quiz? Put your knowledge to the test. I came across a recent CNBC article that caught my attention...

Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...

Legal: The Corporate Transparency Act In 2021, the U.S. Congress passed (and it was subsequently signed into law) the Corporate Transparency Act in an effort...

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In? Before we dive into this month’s article, I just want to wish you and your...

Basic Estate Planning As the holiday season nears every year, and families begin to gather, I get one question more than any other – “Do...

Thou Shalt Know Thy Advisor – Fiduciary, Non-Fiduciary or Hybrid? The unspoken first commandment of financial planning should be knowing what kind of advisory firm...

U.S. Economic Risks, Are You Prepared? I don’t think you need to be a Nobel Prize winning economist to figure out that our country has...

Legal: The Basics of Automobile Insurance Coverage Over the past twenty plus years that I have been a practicing attorney, I have dealt with hundreds...

Clear Direction for Your Retirement: Annuities: The Good, The Bad, & The Ugly Part 4 In this series, we’re looking at the Good, the Bad and...