When it Comes to Your Financial Plan, You Can't Trust a Computer
Tue, Jan 04, 2022
At my annual physical exam recently, the doctor took my vital signs, reviewed my medical records, and after reading my EKG results, said, “Well the computer says you’re having a heart attack.” But the computer was wrong. Read More
By Lisa Brown (seen on Yahoo Finance)
The Most Important Questions For Your First Meeting With A Financial Advisor
Wed, Dec 01, 2021
......This is true for any financial situation, including those outside of losing a partner or spouse. Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner™, so you’ll know you’re in the hands of a prof... Read More
By Stacey Francis as seen at Forbes.com
10 Simple Cybersecurity Holiday Tips
Wed, Nov 17, 2021
As the end-of-the-year celebrations are approaching, it is important to be mindful of cyber risks and increase measures to be secure. Here are some helpful tips to keep your data safe throughout the most wonderful time of the year. Read More
SEC Slams Almost All Robo-Advisors With Deficiency Letters
Thu, Nov 11, 2021
As the number of robo-advisors explodes, the Securities and Exchange Commission has honed its examinations on interactive digital investment advisors, including those that offer discretionary advice, uncovering a wide swath of deficiencies at almost ... Read More
Cyber Risk Mitigation
Wed, Jul 28, 2021
What is cyber risk and what can we do about it? Melody Koenig, Chief Information Security Officer (CISO) at FirsTrust, LLC explains how to be more aware of your personal cyber risk and ways for mitigation. Read More
Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says
Thu, Jun 10, 2021
President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More
By Tracey Longo
How to choose a financial advisor: 6 tips for finding the right one
Fri, May 21, 2021
“Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
By James Royal at bankrate.com
Some couples may face a ‘marriage penalty’ under Biden’s tax plan
Tue, May 04, 2021
*President Joe Biden is proposing higher taxes on the top 1% to help pay for the $1.8 trillion American Families Plan.
*But the “marriage penalty” may hit couples earning more than $500,000.
*Financial experts say tax planning strategies may l... Read More
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