How Fee-Only Financial Advisors Differ From Fee-Based

3 years ago

Let’s assume you’re in the market to partner with a financial advisor. Finding a good financial advisor who successfully meets…

Why Naming Successor Trustee is Equally as Important as Naming Trustee

3 years ago

If you are in the process of estate planning, naming a trustee and successor trustee is a critical piece of…

The Prudent Perspective – Q2 2022

3 years ago

In sports, match momentum is tracked not by the current score, but team managers track the number of shots on…

Financial Planning for Women: 5 Unique Differences

3 years ago

When considering the title of this article, your first thought might be “investing is investing”.  However true that may be,…

7 Ways to Start Developing Healthy Financial Habits

3 years ago

Developing a healthy habit doesn’t happen overnight. Experts estimate it can take anywhere between 18 to 254 days to form…

6 Must Know People as a New Family Trustee

3 years ago

Protecting your family’s legacy through a family trust is an essential part of estate planning. No matter which type of…

How Trustees Can Plan for Crypto Assets in Estate Administration

3 years ago

In January 2009, Hal Finney received the very first crypto asset transaction from bitcoin’s mysterious creator, Satoshi Nakamoto. Finney was…

What is an ABLE Account?

3 years ago

Achieving a Better Life Experience, or more simply titled ABLE, and the ABLE Act offer a tax benefit specifically designed…

ETFs vs. Mutual Funds | Pros and Cons for Trustees

3 years ago

The other day, I started playing Trivial Pursuit with my daughter. I normally like to try and answer my weakest…

What is the Best Retirement Account for Me?

3 years ago

If you haven’t yet considered your financial future, now is the time. Ideally, you should begin preparing for retirement as…

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