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Is Your Revocable Living Trust Outdated? Here’s 3 great reasons to find out.
Is Your Revocable Living Trust Outdated? Here’s 3 great reasons to find out. Mon, Jun 23, 2025 Is your revocable living trust outdated? Review the warning signs below to find out. Read More
By Michael T. Koenig, CFP, J.M.

Here's How to Choose the Best Financial Advisor for Your Retirement
Here's How to Choose the Best Financial Advisor for Your Retirement Wed, May 28, 2025 A great financial advisor is worth their weight in gold. However, not every financial advisor specializes in retirement-related issues, and that's where retirement advisors come in. A retirement advisor is a financial professional who can help you pl... Read More
By Dana George at The Motley Fool

The Best Investing Advice for College Grads
The Best Investing Advice for College Grads Tue, May 13, 2025 Getting a head start on investing can be intimidating for new college graduates, but doing so will pay dividends for their financial health down the road. Read More
By Coryanne Hicks as seen in Kiplinger

On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness
On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness Fri, Mar 21, 2025 Can a person ever serve two masters? Does a fiduciary investment adviser possess the obligation to avoid, rather than just "properly manage," conflicts of interest? When a conflict of interest exists for a fiduciary, full disclosure of the conflict... Read More
By Ron Rhodes

Investors First Podcast: Herb Greenberg – Red Flags
Investors First Podcast: Herb Greenberg – Red Flags Thu, Mar 06, 2025 In today’s episode with Herb Greenberg, we cover a wide range of topics, starting with Herb’s successful career as a journalist, how he developed a niche in covering red flags on individual companies, how to use his intel to help mitigate risk, and w... Read More

Let’s Go Situs Shopping
Let’s Go Situs Shopping Fri, Feb 14, 2025 A trust is an instrument of state law, each state’s laws are different, and you are free to choose which “situs” is best for you! Read More
By Michael T. Koenig, CFP®, J.M.

Staying Safe in the 2025 Tax Season: Tips to Protect Your Identity and Finances
Staying Safe in the 2025 Tax Season: Tips to Protect Your Identity and Finances Fri, Feb 07, 2025 Tips to Protect Your Identity and Finances this 2025 Tax Season Read More
By Melody Koenig, CISM

Holiday Shopper's Beware: Not all on-line “bargains” are actual bargains
Holiday Shopper's Beware: Not all on-line “bargains” are actual bargains Mon, Dec 02, 2024 It’s that jubilant holiday shopping season again, and along with greetings of peace and joy, we wish you the very best of luck avoiding the countless scammers that await you on-line. Let’s look at a few of the big retail platforms and the sneaky tac... Read More
By Melody Koenig, CISM

Beyond the Basics: Estate Planning Mistakes Part 3
Beyond the Basics: Estate Planning Mistakes Part 3 Fri, Oct 25, 2024 Beyond the Basics: Estate Planning Mistakes Part 3: Real life examples of what not to do. Read More
By Michael T. Koenig, CFP®, J.M.

Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets Thu, Oct 17, 2024 Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, havin... Read More
By CFA Institute

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