Financial Consulting, Investor Trust with New CFP Board Fiduciary Rule
Investor trust has to be earned and if the new rules are followed, the financial industry will objectively and smartly help those who wish to participate.
A Tax Windfall for Parents of Private School Children
A highly tax-advantaged investment plan for funding college education expenses, now allows the use of this money for private elementary and secondary schools, including parochial schools.
2017 Tax Return Points Way to Tax Savings in 2018 and Beyond
Tax changes make planning more complex; consider changing withholding and quarterly tax payments, and other tax-smart strategies.
What Does Comprehensive Financial Planning Mean to You?
“Financial Planning” and “Financial Planner” can have various and sometimes misleading meanings.
Life Insurance Policies That Don't Make Sense: Three Examples
Life insurance is a necessary risk management tool, but insurance against any risk should be purchased only where a rational cost-benefit analysis can be conducted.
Donor Advised Funds: Convenience and Cost
"The ease of transferring appreciated stock with donor-advised funds sounds so delicious.” — Anonymous
Want to Do Better Than Bonds? Consider Fixed Indexed, Fixed-Rate Annuities
Bond yields are low, so how can investors get a better return without taking on more risk?
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