Leaving Your Job? Get Your Finances Squared Away
October 18, 2022
Thinking about leaving your job? You’re not alone. In November 2021, the nation’s quit rate reached an all-time high. Citing low pay, lack of advancement
The Prudent Perspective – Q3 2022
October 13, 2022
A few years ago, Epicurious invited 50 people into their studios to attempt at cracking a walnut. The participants engaged a wide range of tools and devices—hammers, knives, mallets, meat tenderizers, screwdrivers, and fingers were all painstakingly employed to try to crack open these hard shells.
Tax Strategies: Building a Better Financial Plan
October 7, 2022
When you’re building out a financial plan you might consider things like monthly budgeting, retirement, estate planning, emergency funds, or long-term investments. But are you
7 Best Finance Podcasts to Add Into Your Rotation
September 28, 2022
Podcasts are a dime a dozen these days. From pop culture to sports to parenting, you can find a podcast on just about any topic
Is a 529 Plan the Right Move When Education Planning?
September 23, 2022
College can be expensive. In fact, tuition inflation over the last decade has averaged 4.635%. Education planning is now a long-term financial consideration for many
Protecting the Trustee from Investment Related Litigation
September 16, 2022
Fiduciaries of all types are under scrutiny for implementing practices that are in the best interest of beneficiaries of the trust they manage. Liability can
Financial Conservatorships: Managing Conservatee Assets
September 7, 2022
Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at
Power of Attorney vs Trustee: What’s the Difference?
September 2, 2022
When it comes to estate planning there are terms and titles that people often use interchangeably. Power of attorney, executor, trustee, and beneficiary are just
Investing in Robinhood: Beneficiary Support Now Included
August 24, 2022
Free-trading apps, such as Robinhood, have attracted massive user bases with their limited fees, mobile-based trading, and other flexible features that improve consumer access to investing tools and platforms.
4 Tips for Locating and Marshaling Assets When Administering a Trust
August 19, 2022
Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.
How Fee-Only Financial Advisors Differ From Fee-Based
August 10, 2022
Let’s assume you’re in the market to partner with a financial advisor. Finding a good financial advisor who successfully meets your financial needs.
Why Naming Successor Trustee is Equally as Important as Naming Trustee
July 29, 2022
If you are in the process of estate planning, naming a trustee and successor trustee is a critical piece of the puzzle. In their role,