By John H. Robinson, April 18, 2022 Over the past couple of weeks, a number of clients have asked me about whether they should take advantage of the recent jump in the interest rate paid on Savings … [Read more...] about Now Is A Good Time to Buy Series I Savings Bonds!
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Old Stock Certificates Can Cause Major Headaches
By Laurey Shintani, March 1, 2022 Before the digital age, it was customary, even fashionable, for investors to take physical delivery of the shares of stock they purchased from their stockbrokers. … [Read more...] about Old Stock Certificates Can Cause Major Headaches
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?
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
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