THE HOUSEHOLD STEWARD REIMAGINED02.08.2212:00 PM – 1:00 PM ETBNY Mellon Wealth Managementinvites you to attend our monthly Probate & Pumpernickel virtual program.Our February 2022 webinar featuresThomas and Susan Tillery who will…
Please join Paraklete Financial, Inc in congratulating Thomas N. Tillery, Vice President & COO, on being elected to the NAEPC Estate Planning Hall of Fame® and honored as an Accredited Estate…
We typically begin a posting with a quote. Today’s posting on the need for, and the responsible use of debt, provided several challenges in the quote department. One challenge is…
Establishing credit is a great deal like establishing a reputation. Ben Franklin said, “It takes many good deeds to build a good reputation, and only one bad one to lose…
Oh my, there must be something in the water! Recently, I had the opportunity to respond to questions on Event Liability Insurance (ELI) from several of our clients. In each…
“The worst months to invest money in the stock market are October, January, and May. The others are February, June, November, March, August, April, September, July, and December. Mark Twain’s…
Recently, an adviser sent me an email that had an attachment explaining that a named beneficiary was to receive a taxable distribution as a result of the death of the…
“In life,” said he, “these were so squint of mind As in the handling of their wealth to use No moderation – none, in either kind.” —The Comedy of…
Tom and Susan Tillery were featured in this month's Journal of Accountancy®. They were asked about their unique personal financial planning process. Here is what they had to say— "More…
On March 25, 2021, Senator Bernie Sanders introduced legislation titled “For the 99.5% Act.” NOTE: It is not clear yet if this new legislation will gain any traction in Congress. Many…