BlogFinancial PlanningRisk Management & Insurance Credit Reports and Credit Scores: the Importance of Periodic Reviews April 4, 2017For many, credit information is a mystery until applying for a loan/lease, credit card, or…
BlogFinancial PlanningSocial Security Getting Spousal Social Security Benefits if Your Last Names Do Not Match March 28, 2017Aging reality hits you when you reach your “FRA,” or Full Retirement Age as defined…
BlogRisk Management & InsuranceTrending Topics Identity Theft Prevention & Cybersecurity Best Practices January 19, 2017Years ago, careful watch over your wallet and important documents was sufficient protection against identity…
BlogFinancial PlanningInvesting The Many Uses of Margin Loans January 19, 2017Margin refers to an investor’s use of leverage relative to his or her own assets.…
BlogTax Planning Taxation of Benefits When States of Employment and Domicile Differ January 11, 2017For many, working in one state and living in another is a common situation. For…
BlogFinancial PlanningInvestingRetirement Planning What Should I Do With My Old 401(k)? October 24, 2016It’s a question that comes up often – what should I do with my old…
BlogFinancial PlanningTax Planning Understanding the Proposed Regulations for FLPs and Family Businesses September 5, 2016If you’re a family business owner or you created a family limited partnership (FLP), you…
BlogFinancial PlanningWealth Transitions Basics of Property Ownership August 8, 2016The way in which you hold title to your assets can have a major impact…
BlogEstate Planning What is a Revocable Trust? August 5, 2016A Revocable Trust – sometimes referred to as a “Living Trust” – is a lifetime…
BlogEstate Planning The Basics of Estate Planning August 5, 2016Lifetime and testamentary planning Contrary to popular belief, estate planning typically involves more than just…
BlogFinancial PlanningWealth Transitions Planning Considerations for Millennials April 26, 2016Below, I explore some common planning considerations and issues that I encounter on a regular…
BlogBehavioral FinanceFinancial PlanningInvesting Our Habits Matter January 19, 2016My five month old daughter is just beginning to understand the concept of cause and…
