Estate Tax – What’s that?
According to the Tax Policy Center, only 3,800 estates had to pay federal estate taxes in 2013. Gone are the days of 50-60% estate […]
You have how many advisors?
4 The wealthiest investors in the US have been turning to more than one person for financial advice for years. Researchers at Cerulli Associates […]
Girl Scout Cookies and Inflation
Having lived in a town that makes Girl Scout Cookies and one where the Girl Scouts were founded, I thought it appropriate while in […]
Top 3 Aging Related Challenges
According to Financial Advisor Magazine, the Top 3 aging related challenges are: clients having enough money in retirement, wealth transfer, and retirement plans – i.e., […]
Bearish Days Spur Hospital Visits? Part II
Mental health admissions show up more quickly – with the entire effect appearing the first bearish day of a market equity drop. They even […]