March 1, 2017 |
Financial Advisor Stole Nearly $900,000
Finding the right people to help you with your estate and your financial affairs is more than just good advice- it can help protect everything ...
Learn MoreFinancial Advisor Stole Nearly $900,000
Finding the right people to help you with your estate and your financial affairs is more than just good advice- it can help protect everything you have worked so hard to build. Make sure you investigate the background of any professional you intend to work with so that you have peace of mind about your future.
It is always important to carefully vet and obtain references and testimonials for individuals that you wish to include in any aspect of your future such as your retirement planning, your financial planner, and your estate planning attorney. A new story has emerged indicating that an individual in New Jersey stole approximately $900,000 that a client had given that person to invest in mutual funds.
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Blogs for Finances
May 26, 2014 | Asset Protection Planning
Overseas Bank Accounts: What Do Small Business Owners Need To Know About FBAR?
In the even that a foreign partnership owns foreign bank accounts with aggregate balances over $10,000 (US) on any particular date, the business owner should ...
Learn MoreApril 30, 2014 | Business Law
Do you feel lucky? What is a Quick Draw Buy-Sell Agreement?
Many business owners have a buy-sell arrangement set up for the future. It’s helpful to draw out these directions in advance, especially when there is ...
Learn MoreApril 2, 2014 |
Discuss Finances Before Saying ‘I Do’
If you or someone you know is planning a wedding anytime soon, there are many things to consider. One of the most important of which ...
Learn MoreMarch 4, 2014 |
What To Do When Your Elderly Parents Move In With You
More and more, elderly parents are moving in with their grown children. With the increasing costs of nursing homes, this makes financial sense for many ...
Learn MoreJanuary 23, 2014 |
Review Your Financial and Estate Planning Goals for 2014
A recent article quoted financial planner Michael Joyce as saying, “There’s nothing magic about reviewing goals […], but it is a good time to refocus ...
Learn MoreSeptember 24, 2013 |
Considerations for Charitable Giving
The United States is home to thousands of charitable organizations that benefit everything from diabetes research to stray cats. These charities provide unlimited opportunities for ...
Learn MoreSeptember 4, 2013 |
When You Aren’t Sure Where to Start: Having an Estate Planning Discussion with an Elderly Parent
A majority of adults find it difficult to discuss financial issues with their aging family members. Although these are often difficult and uncomfortable conversations to ...
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