How the Elon Musk Twitter Takeover Impacts Investors

3 years ago
Jared Ong

Updated on November 2, 2022 for relevance. The Elon Musk Twitter saga continues. As the world’s richest man secured the…

Financial Checklist Before Quitting Your Job

2 weeks ago

This article was refreshed in June 2025 to ensure accuracy and relevance in today's evolving job market. Thinking about quitting…

Financial Choices to Cover the Cost of Nursing Home Care

4 weeks ago

You may have come to the conclusion that mom or dad are no longer capable of living on their own.…

AB 2016: California’s New Era of Small Estate Simplification

1 month ago

​​For years, families with modest estates have faced extensive delays and mounting legal costs simply to transfer a loved one’s…

Living Without an Emergency Fund? Here’s What You’re Risking.

2 months ago

Many people put off saving for emergencies, either because they feel it’s impossible with their current budget or because other…

The Prudent Perspective – April 2025

2 months ago

Vibecession: When Sentiment Defies the Stats Despite solid economic indicators, American consumer and small business confidence is in sharp decline—reviving…

9 Ways Fiduciaries Can Build a Strong Financial Future for Clients with Limited Means

4 months ago

Whether you're overseeing the financial well-being of a beneficiary, a senior, or someone with special needs, crafting a solid financial…

Navigating Reporting Requirements for Social Security Income: A Guide for Fiduciaries and Guardians

4 months ago

Social Security benefits are a vital form of financial support for many individuals, including minors and adults that have a…

Safeguarding Seniors: How to Protect the Elderly from Financial Exploitation

5 months ago

A few years ago, I ran into an old friend. He was single at the time and I asked him…

The Prudent Perspective – January 2025

5 months ago

The recent rise in American optimism following the election, noting increased confidence across various demographics. Despite this positive sentiment, they…

Special Needs Planning: How to Protect Your Child’s Disability Benefits

6 months ago

Disability benefits are hard to get and easy to lose. Last Week Tonight with John Oliver host John Oliver quipped…

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