Urgent Tax Planning is Required
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…
Don’t Settle for Cookie-Cutter Advice
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…
Estate Planning Mistake
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…
Planning in Retirement
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…
Modified endowment contract update
Over the past few years, many of you have taken advantage of liquid modified endowment contracts as a way to safely grow your money without stock market or interest rate…
The Stock Market is Eyeing the Upcoming Presidential Election
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