Caring for Mom and Dad: Managing Parents Finances
November 17, 2023
As our loved ones age, it becomes increasingly clear that beyond their physical and emotional needs, the financial needs of our parents become a priority.
How the Corporate Transparency Act Impacts Your Role as Fiduciary
November 8, 2023
As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way you conduct business. The recently
Reminder, Charities Can be a Remainder Beneficiary
October 25, 2023
When creating an estate plan, many individuals wish to leave a lasting impact. For some, that means leaving behind assets that will establish a long
Secure 2.0 Act: RMD Changes You Need to Know
October 11, 2023
In 2022, Congress passed a sweeping $1.7 trillion bipartisan bill to improve retirement for millions of Americans. The Secure 2.0 Act made massive changes to
The Prudent Perspective – Q3 2023
October 3, 2023
In 2014, just before leaving the Federal Reserve, Chairman Ben Bernanke responded to a question about how confident he was in the effectiveness of Quantitative Easing.
Trust and Estate Litigation: Why Hiring an Expert Witness is a Game-Changer
September 27, 2023
Expert witnesses play a crucial role in helping the court make informed decisions in litigious cases. In fact, an expert witness’ testimony can significantly impact
Resolving Guardianship Disputes Through Mediation
August 25, 2023
Guardianship disputes can happen for many reasons. Whether they arise from family conflict, neglect concerns, or differing opinions on the individual’s living arrangements or medical
Losing a Partner: 8 Financial Planning Tips for Widows
August 23, 2023
Losing a partner is one of the most devastating life experiences. Early into the grieving process, many spouses and life partners are faced with what
Navigating Market Volatility: Tips for Talking to the Beneficiary
July 26, 2023
It’s no secret that the United States economic outlook has been bleak. In the last three years, inflation rose from a modest 2.3% to an
The Prudent Perspective – Q2 2023
July 21, 2023
Deep down below the surface of the average conscience a still, small voice says to us, something is out of tune. – Carl Jung A
How the TD Ameritrade to Schwab Transition Impacts You
July 19, 2023
Since 2018, Prudent Investors has used TD Ameritrade (TD) as its custodian to custody its client assets. In November 2019, Charles Schwab (Schwab) announced that
Robo Advisor vs. Human Advisor: Choosing the Right Investment Guidance
June 30, 2023
AI is taking the world by storm. Chatbots, like ChatGPT and Google Bard, help a wide range of individuals and organizations access specific, straightforward information