Beginners Guide to Marshaling Annuity Assets
Families, fiduciaries, guardians or conservators who are marshaling annuity assets may be unsure where to start. As there are various types of annuities and many
Jared Ong
May 26, 2023
7 Must-Read Books to Improve Your Financial Literacy
The average American rates their level of financial literacy as a 6.2 out of 10. If we were back in high school, Americans would give
Jared Ong
May 10, 2023
Bank Failure: Collapse of Silicon Valley Bank and Signature Bank
Financial news outlets are buzzing following the recent collapse of Silicon Valley Bank and Signature Bank. Within less than two days of each other, the
Jared Ong
March 24, 2023
Exploring FDIC Coverage: Know Your Limits
With bank failures such as Silvergate Bank, Silicon Valley Bank, and Signature Bank in the news the topic of FDIC is now, more than ever,
Jared Ong
March 17, 2023
Simplifying the Annuity Statement: 8 Details Fiduciaries Must Know
It is not uncommon for a fiduciary who is marshaling assets to find one or more annuity statements. In fact, according to Wink, Inc.’s 2021
Jared Ong
March 2, 2023
Secure 2.0 Act: Securing a Strong Retirement
Americans are not prepared for retirement and the government is taking notice. On December 23, 2022, Congress passed the Consolidated Appropriations Act, a sweeping $1.7
Jared Ong
February 1, 2023
Trustees: Save on Taxes with the Trust Distributions 65-Day Rule
Have you ever wished for the benefit of hindsight when preparing to file taxes? For fiduciaries, taxes can be especially tricky, because there may be
Jared Ong
January 18, 2023
Crypto Collapse: Everything You Need to Know About FTX and SBF
On November 11, 2022, the world’s third largest cryptocurrency exchange, FTX Group, filed Chapter 11 bankruptcy protection. The press release, released via Tweet, announced they
Jared Ong
January 4, 2023
Estate Plan: Protect Your Loved Ones and Your Legacy
Even in the wake of a global pandemic Americans are not convinced estate planning is necessary. According to a report from Caring.com, only 33% of
Jared Ong
December 21, 2022
Tax Loss Harvesting for the Fiduciary: Pros and Cons
It has been a tough year for the bond and stock market with both the aggregate bond market and S&P 500 down. Although no one
Jared Ong
November 29, 2022