Cover Your Financial Planning Now Before It’s Too Late
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The Current Regime. As a result of the Tax Cuts and Jobs Act of 2017, the federal estate and gift tax exemption is the highest it has ever been. Under…
AdvicePeriodAugust 6, 2020
3 Keys to Better Financial Advice
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First, addition by subtraction. Put down the Wall Street Journal. For crying out loud, shut off CNBC. Avoid financial salesmen who charge commissions, but call themselves “advisors.” These are all…
AdvicePeriodSeptember 16, 2016
Lower Taxes Through Technology
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As we approach the midpoint of the calendar year, many investors will pause in between backyard BBQ’s and fireworks to evaluate how 2016 has treated their portfolio. Most will start…
AdvicePeriodJuly 5, 2016
Your Advisor is Addicted to Your Assets
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Financial advisors give all kinds of advice, but it sure is interesting how that advice rarely seems to include letting someone else manage your money. It’s understandable why an advisor…
AdvicePeriodJune 14, 2016
Are You Overpaying Your Financial Advisor?
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It wasn’t that long ago that stockbrokers could earn significant commissions—upwards of $100 per trade—by talking their customers into buying the latest hot stock. There were sales of touchdown bonds;…
AdvicePeriodMarch 10, 2016
Football and Financial Planning: Sticking With a Rational Game Plan
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It’s Super Bowl season, and I’m once again reminded of the unlikely parallels between football and investing. This connection dawned on me 12 years ago, when a storied NFL quarterback…
AdvicePeriodFebruary 4, 2016
Putting the “Trust” Back in Trustee
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For families using a trust to protect and transfer assets to succeeding generations, choosing the right trustee is critical. Trustees—who can be an individual such as a relative, or an…
Steve LockshinJanuary 31, 2014
