News and Commentary

Relatable Finance Podcast Episode 145: Options to Take Advantage of Unexpected Money


Posted on April 22, 2024

Relatable Finance Podcast Episode 144: Am I Dreaming or did I Buy a $20 Cheeseburger?


Posted on April 08, 2024 by

4 Strategies to Apply During Life to Reduce Estate Taxes After Death By Eric P. Zeitlin


Posted on April 03, 2024 by Eric Zeitlin

UPDATED Timing Social Security Benefits By Lee F. Hediger


Posted on March 26, 2024 by Lee Hediger

Relatable Finance Podcast Episode 143: Alternative Investments and Private Markets


Posted on March 25, 2024 by

Changes to the Electric Vehicle Tax Credit in 2024 By Scott Montgomery


Posted on March 12, 2024 by Scott Montgomery

Relatable Finance Podcast Episode 141: Recent Turmoil in the Chinese Stock Market


Posted on February 12, 2024 by

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin


Posted on January 24, 2024 by Eric Zeitlin