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
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
By TRACEY LONGO
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
Can I Deduct My IRA On My Tax Return?
Thu, Feb 25, 2021
Is a contribution to an individual retirement account (IRA) tax-deductible? For many of us, the short answer is: You bet! That’s what IRAs are for. However, there are rules and limits. Read More
By By Amy Fontinelle at Investopedia
Fee-based vs. fee-only financial planners
Tue, Jan 26, 2021
Although “fee-based” and “fee-only” financial planners sound similar, they both have different fee structures and different obligations to investors. Here’s what you need to know about fee-based vs fee-only financial planners. Read More
By Bea Bishoff
What You Need to Know Before Lending Money to Family
Thu, Jan 21, 2021
......Carefully consider what you’re entering into and take the time to determine whether the arrangement makes sense from a relational perspective and in terms of wealth planning....... Read More
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