Recommendations & Advice 4/4

Jul 18, 2019

Opportunity Zones (OZ):

Pulling back the curtain in the land of Oz by Randy Fox & Suzanne Jack From the late 1970s through the mid-1980s, there existed every...

Jul 8, 2019

Christmas Comes but Four Times a Year. Huh?

Charitable gifts are not just for the holidays Last year and every year, in fact, it is estimated that 30% of the $300 Billion of...

Jun 25, 2019

Respect (and Protect) Your Elders

In a recent webinar, attorney Martin Shenkman provided some astonishing and frightening statistics about abuse and fraud targeting...

Jun 18, 2019

Teach your Children…

The Crosby, Stills, Nash and Young song title from 1970 proves to be prescient in its words and meaning, “Teach your Children”....

May 22, 2019

Financial Planning Process(es)

It’s puzzling to me that many financial advisors lack repeatable processes when engaging with a new client. Yes, every client or...

Apr 24, 2019

Get your S (Corp) Outta Here

(whose idea was this, anyway?) For tax year 2013, the most recent reporting year, there were a little over 4.25 million S Corporation tax...

Apr 9, 2019

It’s Private

The Insurance Opportunity no one is Talking About The subject of life insurance is always controversial. Everyone needs it, no one wants...

Apr 3, 2019

My Picks for the Final Four (it’s not what you think)

Recent studies estimate that some 42%* of planned gifts come from bequests. Yet, these gifts only represent 8%* of all giving. Reading...