July 17-19 and 24-26, 2024 (virtual) - Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry,…
For many winning the lottery is a dream come true. The sudden influx of wealth can be life-changing, offering opportunities for financial independence and security. However, without careful planning, statistically…
Health care costs pose a significant burden for individuals and families in the personal financial planning process. One solution for managing health care costs in a personal financial plan is…
At a time when the balance between work and family life is increasingly constrained, government and employers are exploring innovative solutions to support working parents. One such solution is the…
Social Security benefits serve as a crucial source of income for millions of Americans, providing financial stability during retirement. For married couples, navigating the intricacies of Social Security rules can…
As financial regulations continue to evolve, registered investment advisers (RIAs) face potential changes in compliance requirements that could significantly impact their operations. A proposed anti-money laundering (AML) rule, currently under…
Personal financial planning, among other topics, addresses emergencies. Emergencies are an inevitable part of life, often requiring individuals to tap into their financial reserves to cover unexpected expenses. For many…
Literally, every year since 1986 we have received the question “Do I need to File an Income Tax Return?” Simply stated, the filing of an income tax return is required…
THE HOUSEHOLD STEWARD REIMAGINED02.08.22 12:00 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…
In our last posting we began a dialogue about personal financial ratios. We used the Second Habit, ‘Begin with the End in Mind’” from Stephen Covey’s book, The Seven Habits…