Been to Any Good “Events” Lately?
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
August 23, 2021
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Financial Planning Advocate
Stock Pickers, Market Timers, and Crystal Balls
“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,
August 12, 2021
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Pennies from Heaven & Inherited IRSs
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
August 3, 2021
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The Voice of Moderation
“In life,” said he, “these were so squint of mind As in the handling of their wealth to use No moderation – none, in
July 23, 2021
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What CPAs must do at the first financial planning meeting
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
June 15, 2021
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For the 99.5% Act
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
March 30, 2021
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