As a follow up to my recent post discussing four estate planning must-haves, I wanted to follow up with a special post discussing the unique challenges same-sex couples face in estate planning. The primary reason that same-sex couples face these challenges is because the federal government still does not recognize same-sex marriage from a legal and tax standpoint. This has
According to a 2011 study that was jointly conducted by Cerulli Associates and Phoenix Marketing International, over 60% of all individuals either did not know how they paid for the financial advice they received, or thought the advice they received was free! Now, I can understand being confused as to how financial advisor’s are compensated. Aside from this not being
I’ve always wondered by the bright folks on wall street decided to create ten different names for the same item, and why Fox and CNN decided to create five more. Trying to decode wall street terminology can be a daunting task. Unfortunately, too many financial advisors assume that most people are familiar with financial terms, but never take the time
If you are one of the millions of American’s who has put off creating an estate plan because they didn’t think they needed one, didn’t know where to start, were too busy, or simply procrastinated, don’t panic! This post will outline four very easy steps you can take to put your plans back in order… Estate planning is very often
Most people are under the impression that their financial advisor (or stock broker, or financial consultant, or my personal favorite, First Vice President, which means nothing more than that individual has generated a certain amount of revenue for his/her company), always has their best interest at heart. As a previous employee of large financial conglomerate, I can assure you that