How Inflation Affects Financial Planning
Wed, Mar 09, 2022
.....Financial planning or creating a financial plan isn’t a one-time, transactional exercise. As you build a plan, there are a number of inputs that help to create the personal and financial circumstances for each client. As those factors evolve, wh... Read More
By Joe Buhrmann as seen at FinancialPlanning.com
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
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
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
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