News and Commentary

Women Need to Plan for their Long-Term Care by Olga Ismail


Posted on February 20, 2020 by Olga Ismail

Do Foreign Persons Have U.S. Estate Tax Responsibilities? by Melvin Perez, CFP


Posted on February 13, 2020 by Melvin Perez

Assessing Long Term Care Insurance Options by Scott Montgomery


Posted on February 05, 2020 by Scott Montgomery

Florida Becomes Fourth State in Nation to Allow Electronic Wills by Lee F. Hediger


Posted on January 28, 2020 by Lee Hediger

2020 Market Outlook by Joseph Karl, CFA


Posted on January 24, 2020

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery


Posted on January 08, 2020 by Scott Montgomery

Why Invest in Stocks? by Shane Phillips, CFA, CAIA, CFP ®


Posted on December 23, 2019

Estate Tax Planning Numbers You Need to Know in 2020 by Todd Moll, CFP, CFA


Posted on December 16, 2019 by Todd Moll

IRS Sets Retirement Plan Contribution Limits for 2020 by Sean Deviney, CFP


Posted on December 12, 2019 by Sean Deviney