These essays offer real life examples from my practice of how the biggest planning mistakes people make have everything to do with miscues, oversights, and/or
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How can EP documents influence the ability to secure your financial life?
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Will the new CFP Board Managing Director of Enforcement change the Board's history of feckless enforcement? Likely not...
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The scope and sophistication of cybercriminals is beyond scary- we offer two examples of what modern scams look like and how to counter threats.
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We are recommending this Money.com article to better understand what goes into your credit report.
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Thinking about artificial intelligence and how autocorrect can sometimes get the better of us.
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When rejoining the workforce, an older couple saved thousands of dollars thanks to a little known IRS rule.
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A "case study" which explains two huge misconceptions surrounding social security benefits.
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What are some of the most important factors to consider when estate planning? JR Robinson discusses why the Advance Health Care Directive is so important.
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When dealing with client estate planning documents what are some practices you can use to prevent financial errors? Our latest blog post explains why certain
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The Paycheck Protection Flexibility Act brings good news to small business owners who Received PPP Loans
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A new IRS announcement, Notice 2020-51, is offering relief to taxpayers who take required minimum RMDs before the CARES Act was passed.
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