Case Studies

Estate Planning Case Study

Estate Planning Case Study

This is a hypothetical example and not actual clients and their outcomes. Congratulations, Fran and Ami Adams, for your marriage of over 40 years; two great kids; and two grandchildren, ages 3 and 11. You have built a substantial nest egg that you would like to [1]...

Fee-Only Fiduciary Financial Advisor

Fee-Only Fiduciary Financial Advisor

Many financial advisors are registered as both representatives of a broker-dealer and as investment-advisor representatives of an investment advisor. Investment advisors are fiduciaries who owe the client a higher oath of loyalty. They must act in their clients’ best...

Secure Act Inherited IRA

Secure Act Inherited IRA

Congress recently passed, and President Trump signed, the SECURE Act. Among other things, it pushes back from age 70 1/2 to age 72 the age when someone is required to start taking their minimum distribution from their IRA, 401k, or IRA. It also allows individuals to...

Financial Planning Process

Financial Planning Process

Your Financial Planning   Starts with gathering your financial information into one place, to generate thoughts, questions, and opinions about your personal financial goals and situation. 1. You gather your data: financial questionnaire, tax forms, brokerage...

Financial Advisor for the Self-Employed

Financial Advisor for the Self-Employed

​Self-employment can be risky, but it can be made less so with good retirement-saving options. I want to give some love to two under-appreciated retirement plans: (1) the Simplified Employee Pension (SEP) and (2) the Solo 401(k)—available to anyone who generates...

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