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?
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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?
Important New FDIC Coverage Rules for Trusts and Payable-on-Death Accounts
The Federal Deposit Insurance Corporation (FDIC) has implemented significant changes to its insurance coverage rules for trust accounts. These changes aim to simplify and streamline the process of … [Read more...] about Important New FDIC Coverage Rules for Trusts and Payable-on-Death Accounts
Credit Karma vs. eMoney
Intuit is Pitching Credi Karma to Replace Mint. It is Apples to Oranges. By John H. Robinson, Financial Planner, June 2024 In November 2023, fintech juggernaut Intuit (NASDAQ – INTU) shocked the … [Read more...] about Credit Karma vs. eMoney
HELOC Sticker Shock
Where to shop for a HELOC now that "teaser-rates" are not so "teasy" By John H. Robinson, Financial Planner (May 27, 2024) In the course of my financial planning reviews, I often encourage … [Read more...] about HELOC Sticker Shock
