Your Medical Power of Attorney is your most important estate planning document and the one most likely to be needed on short notice. By J.R. Robinson, Financial Planner (July 2024) The Medical … [Read more...] about Will Your Most Important Financial Planning Document Be Implemented When You Need it Most?
To Fee or Not to Fee. What’s the Difference Between Fee-Based vs. Fee-only Financial Planning?
To Fee or Not to Fee. What’s the Difference Between Fee-Based vs. Fee-only Financial Planning?
The Forked Tongue of Personal Finance The financial advice world is awash in jargon and nuance. This presents a problem for consumers because many common terms have no statutory definition … [Read more...] about To Fee or Not to Fee. What’s the Difference Between Fee-Based vs. Fee-only Financial Planning?
Do I really need a financial planner?
Do I really need a financial planner?
Access to virtually all human knowledge (financial and otherwise) resides just a click away on the Internet. This has caused some consumers and media pundits to speculate whether the need for … [Read more...] about Do I really need a financial planner?
Fee-Only Consulting on Long Term Care Insurance: What if the company that issued my policy fails?
Fee-Only Consulting on Long Term Care Insurance: What if the company that issued my policy fails?
The LTC insurance market has been in turmoil for more than a decade as insurance companies have come to the grim realization that the policies they issued in the 1990s and early 2000s were badly … [Read more...] about Fee-Only Consulting on Long Term Care Insurance: What if the company that issued my policy fails?
Don’t Make this Mistake with Non-Deductible IRA Contributions
Don’t Make this Mistake with Non-Deductible IRA Contributions
Since 1987, individual investors who were not eligible to make deductible traditional IRA contributions have still been permitted to make non-deductible contributions. The original allure of this … [Read more...] about Don’t Make this Mistake with Non-Deductible IRA Contributions
