Beginners Guide to Marshaling Annuity Assets
May 26, 2023
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
The Golden Rule for Avoiding Probate
May 24, 2023
What’s the golden rule for avoiding probate? Create a plan. While that recommendation sounds both simple and nondescript, the truth is that an overarching plan
7 Must-Read Books to Improve Your Financial Literacy
May 10, 2023
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
The Prudent Perspective – Q1 2023
April 26, 2023
“Hell on Two Wheels, Until the E-Bike’s Battery Runs Out.”
In just the last few years, many local communities are coping with a uniquely 21st century moral hazard created by the pandemic: youth on e-bikes.
The Prudent Investor Rule and UPIA: Intro to Trustee Investing
April 26, 2023
Fiduciaries carry a legal obligation to act in the best interest of another party. But how should a fiduciary apply this standard to investing assets?
California Tax Extension Announced in the Wake of Winter Storms
April 12, 2023
In response to California’s disastrous winter storms, the IRS announced an extension to the state and federal tax deadline for impacted California taxpayers on March
Bank Failure: Collapse of Silicon Valley Bank and Signature Bank
March 24, 2023
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
Exploring FDIC Coverage: Know Your Limits
March 17, 2023
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,
Simplifying the Annuity Statement: 8 Details Fiduciaries Must Know
March 2, 2023
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
Considering a Financial Advisor? Watch for These Five Red Flags.
February 24, 2023
You don’t want to choose just anyone to manage your money. Selecting a qualified, experienced financial advisor should take time and careful consideration. And though
Secure 2.0 Act: Securing a Strong Retirement
February 1, 2023
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
Trustees: Save on Taxes with the Trust Distributions 65-Day Rule
January 18, 2023
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