ETFs vs. Mutual Funds | Pros and Cons for Trustees
May 20, 2022
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
What is the Best Retirement Account for Me?
May 18, 2022
If you haven’t yet considered your financial future, now is the time. Ideally, you should begin preparing for retirement as soon as you start earning
How the Elon Musk Twitter Takeover Impacts Investors
April 29, 2022
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
What’s the Difference: Revocable vs Irrevocable Trust
April 18, 2022
When beginning the estate planning process, consider the pros and cons of a revocable vs. irrevocable trust, like tax benefits and trustee control.
Financial Planning: Preparing for Retirement
April 8, 2022
When preparing for retirement it’s best to diversify your investments and have clear transparency into your current financial situation.
Top 5 Financial Planning Tips for Generation X
April 1, 2022
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.
Prudent Perspective Q1 2022
April 1, 2022
In mid-1979, oil prices more than doubled within twelve months. The forces that fed into the dangerous concoction that spawned the Energy Crisis included an exceptionally accommodative Federal Reserve that had kept rates low to combat a previous recession, a global surge in oil demand from a booming world economy, and a geopolitical conflict that drastically reduced oil output.
Find the Right Professional Fiduciary for an SNT
March 24, 2022
A professional fiduciary can add value to any well drafted special needs trust plan, but how do you go about finding and vetting the right fiduciary for your trust? Learn more here.
Death and Taxes: Forms to File for Decedent Estates
March 9, 2022
Be prepared for the passing of a loved one by first understanding which forms must be filed for the decedent’s estate, including IRS Form 1041.
Achieving Financial Wellness in the New Year
February 25, 2022
These financial planning tips for the new year will help you feel safe and secure in your financial situation while achieving financial wellness.
What is Considered a Breach of Fiduciary Duty?
February 14, 2022
On the football field, nowhere is trust more important than at the quarterback position. With every snap, a quarterback puts his own career and health
How to Set Up a Special Needs Trust
February 8, 2022
Several components impact how to set up a special needs trust. We’ve pulled together 5 steps to get you started with establishing a special needs trust.