News & Insights

Act like an antique British car owner when it comes to your portfolio. Our Military Kids, a charity that helps children of military men and women that are deployed overseas, recently held a car rally fundraiser. As part of our sponsorship, I was lucky enough to spend a Saturday driving around backroads in Virginia, Maryland and Pennsylvania with a bunch of British antique car aficionados.

Oops! She did it again. Britney Spears is back in the media, bringing conservatorships into the spotlight. While Britney’s situation is atypical and somewhat controversial, this article outlines fundamentals of conservatorship, why a conservatorship may be needed and, as is the question in Britney’s case, when a conservatorship can end. “Conservator” and “guardian” are roles that can be confusing.

Financial news reporters on television can often come across like carnival barkers in an attempt to get and then keep your attention. But remember, their goal is ratings, not your financial well-being. What’s a great way to keep someone’s attention? Play on emotions of fear and greed.

The question in the title refers to Social Security and whether it will or will not be available for individuals who are still years away from filing for their own benefits.

In our last newsletter, Kristan Anderson delved into some of the complexities and planning opportunities surrounding required minimum distributions (RMDs) from retirement accounts.

When a famous Hollywood actor died unexpectedly in 2008 at age 28, the will he had signed in 2003 named his parents and sisters as the beneficiaries of his estate.

Most of our clients are at a place in their lives where they are well established financially.

Since the start of the pandemic, current college students have been put in a place that no one in history has ever been.

Well, actually that’s not quite how it works. I’m often surprised by how little some clients understand the rules around taking required minimum distributions, or RMDs, from retirement accounts.

Rapper Dee-1 sings (unflatteringly) about his experience with a student loan servicer in his song, “Sallie Mae Back.” When an issue reaches enough critical mass to be the sole subject of a rap song, that’s when you know you have to sit up and take notice.