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As our Clients know, some members of our team are ravenous consumers of financial news and information, poring over articles, watching YouTube interviews, listening to podcasts and interviews, and trying to keep a broad survey of an ever-changing landscape. On occasion, a piece of media cuts through the noise with such clarity and substance that […]

Marital status has wide-ranging implications when it comes to estate planning, from tax filing to gifting, medical and financial powers-of-attorney to titles and properties, guardianships and adoptions to marital/cohabitation agreements. With so much on the line, it’s no wonder that the changing landscape of marriage (and, indeed, the evolving definition of the word itself) has […]

For those of us fortunate enough to have close family ties, gatherings with parents, siblings, aunts, uncles, and cousins are (largely) fun occasions, centered around holidays and birthdays, full of the sounds of family life: enthusiastic conversation, children playing joyfully under the dining room table, perhaps music and toasting of cocktails. For one family in […]

How much do you pay people to manage your money? There are typically three ways financial advisors are paid: Fee-Only Planners are paid only for the advice they give. They do not earn commissions by selling financial products such as life insurance or mutual funds. (Beware though, because this term is used loosely. Confirm by checking […]

March Madness has given way to the Final Four Tournament, with the NCAA basketball championship coming up this weekend (good luck to Florida, Connecticut, Wisconsin, and Kentucky!). Consistent with the theme is the arrival of the third annual Financial Four (www.financialfour.org), an interactive bracket of 32 concepts that helps consumers identify their financial priorities. The […]

Author:  Courtney Pullen Reviewer:  Myra Conclusion:  Worth reading! In the interest of full disclosure, I know and love this author, so my review cannot be totally objective. You may remember that Courtney Pullen was the subject of one of my periodic newsletters, the Periodic Ponderance, in an edition I wrote exactly two years ago this […]