Is a 529 Plan the Right Move When Education Planning?
College can be expensive. In fact, tuition inflation over the last decade has averaged 4.635%. Education planning is now a long-term financial consideration for many
Jared OngSeptember 23, 2022
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Financial Conservatorships: Managing Conservatee Assets
Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at
Jared OngSeptember 7, 2022
4 Tips for Locating and Marshaling Assets When Administering a Trust
Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.
Jared OngAugust 19, 2022
How Fee-Only Financial Advisors Differ From Fee-Based
Let’s assume you’re in the market to partner with a financial advisor. Finding a good financial advisor who successfully meets your financial needs.
Jared OngAugust 10, 2022
How Trustees Can Plan for Crypto Assets in Estate Administration
In January 2009, Hal Finney received the very first crypto asset transaction from bitcoin’s mysterious creator, Satoshi Nakamoto. Finney was a master cryptographer and had
Jared OngJune 10, 2022
ETFs vs. Mutual Funds | Pros and Cons for Trustees
The other day, I started playing Trivial Pursuit with my daughter. I normally like to try and answer my weakest category first. For me that’d
Jared OngMay 20, 2022
How the Elon Musk Twitter Takeover Impacts Investors
Updated on November 2, 2022 for relevance. The Elon Musk Twitter saga continues. As the world’s richest man secured the purchase of the roughly $43
Jared OngApril 29, 2022
What’s the Difference: Revocable vs Irrevocable Trust
When beginning the estate planning process, consider the pros and cons of a revocable vs. irrevocable trust, like tax benefits and trustee control.
Jared OngApril 18, 2022
Financial Planning: Preparing for Retirement
When preparing for retirement it’s best to diversify your investments and have clear transparency into your current financial situation.
Jared OngApril 8, 2022
Top 5 Financial Planning Tips for Generation X
Are you financially prepared for the next stage of your life? Here are 5 financial planning tips Generation X can implement for a solid financial future.
Jared OngApril 1, 2022