Changing the Definition of “Wealthy”
Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death…
Posts by Guest Authors
Thinking About Investing
Have you ever felt anxious about your investment portfolio? Who hasn’t? A recent presentation at one of our professional conferences pointed out that five out of every six years will…
Mental Accounting
Chances are, you know somebody who has made a vow to go to the gym twice or three times a week, and even bought a gym membership, and never gets…
Fiduciary No More
We in the financial planning community believe that something called a “fiduciary standard” is the very best framework for professionals to work with our clients. That’s why we’re so angry…
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