As if the new tax laws that went into effect in January 2018 were not enough to jolt investors to review their estate plans, the recent market swings and continued political uncertainty should be a final warning bell that investors should take action. Mitigating risks and preparing portfolios and estate plans for whatever the future […]
Employers that offer workers short- and long-term disability benefits under the Employee Retirement Income Security Act (ERISA) have new rules for reviewing and managing disability claims filed on or after April 1, 2018. These changes, which the Department of Labor first introduced in 2016, aim to provide workers with greater protections when plan fiduciaries and […]
In this episode, the guys discuss behavioral impacts on investing, FOMO and what to do with investing tips.
In this episode the guys share their thoughts on things you can and cannot control related to money, savings, taxes and social security.
Cosigning a loan for a friend or family member can spell financial disaster and ruin an otherwise healthy relationship. While it is not unusual for parents to cosign for a child’s student loans, car loans or even a mortgage, doing so can damage parents’ credit scores and leave them liable for paying off the entire […]
Beginning in September 2018, consumers will have easier access to one of the most effective tools for protecting themselves against identity theft without having to reach into their pockets to pay a fee. Under the recently enacted Economic Growth, Regulatory Relief and Consumer Protection Act, you will be able to place a freeze on your credit […]
Halfway through the year, 2018 is making records for attention-grabbing headlines. How this constant barrage of news affects the greater economy and the implications for investable assets requires consideration of many factors and how they interact with each other. Foremost, we are in the latter stages of an economic expansion, in which signs of […]
