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
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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
