When should you start thinking about Estate Planning?
"What keeps you up at night?" This is one of the first questions I ask clients that I am sitting down with for the first time.
Fiduciary: Why is this so important?
In the financial industry there are and always have been good and bad actors. Some bad actors make the front page of the paper while others are either not discovered or their level of fraud does not rise to that level.
What do all those terms mean?
If you are part of a work place retirement program, chances are you have fund choices in your portfolio. Once a year you are given the option to pick the funds that you want to invest, but seldom does anyone explain what those options mean.
Where have we come from and where are we going?
Just a few short years ago we were all worried about Y2K. We were preparing for the millennium and had concerns if the people and computers would all survive. To everyone's surprise, life went on.
Time to start thinking about taxes!
Why should my tax advisor be the same person as my financial advisor? These two professions are closer than you might imagine.
Tariffs and a strong dollar: What it means
There are many terms and concepts that are brought up but not explained in the news, so today I will try to shed some light on what the terms mean and the ultimate connections between them.
