Our Company News
Be Skeptical of Financial Advice on Social Media
Episode 363 – It is perhaps not surprising that a lot of the financial advice you get on social media is misleading. A recent study shows us just how bad the situation is. Continue Reading Be Skeptical of Financial Advice on Social Media
Do You Really Want to Disinherit a Family Member?
Episode 362 – So, you’ve been estranged from one of your children for years now. Your feelings are hurt, and the relationship seemingly has no chance of recovery. Now what? You can certainly disinherit your child if you wish. But beware: it’s more complicated than you may realize. Continue Reading Do You Really Want to Disinherit a Family Member?
Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?
Episode 361 – The effective date of the New York Limited Liability Company Transparency Act, January 1, 2026, is nearly upon us. If your business was created in, or authorized to do business in, New York, you may be affected. If so, are you prepared to comply with its mandates and regulations? Continue Reading Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?
The Latest on the Scamming Front
Episode 360 – It seems like online scammers usually have the upper hand. The bad guys come up with a new scheme, and eventually the good guys figure it out and make changes. But then bad guys come up with more new schemes. Here are some of the latest tricks of the scamming trade. Continue Reading The Latest on the Scamming Front
Nine Mistakes Wealthy People Make
Episode 359 – A few weeks ago we took an in-depth look at some of the things wealthy people understand that the rest of us tend to miss. Today, we’ll take a look at the opposite: some financial mistakes that even wealthy people tend to make, and how we can help avoid them. Continue Reading Nine Mistakes Wealthy People Make
Should I Use My Savings to Delay Collecting Social Security?
Episode 358 – Deciding when to collect Social Security is one of the most important financial decisions you’ll ever make. Make a mistake there and you’ll pay for it—every month for the rest of your life. But what if you want to retire early? That doesn’t mean you also need to collect early. A “bridge” strategy can be an important tool to get you through those years between giving up your job and collecting Social Security. It could make you much better off in the long run. Continue Reading Should I Use My Savings to Delay Collecting Social Security?
What Wealthy People Know That the Rest of Us Don’t
Episode 357 – Do the ultra-wealthy belong to some secret club that no one else knows about? Of course not. But it’s safe to say that they do some things differently. And the rest of us could learn a few lessons from what they’ve figured out. Continue Reading What Wealthy People Know That the Rest of Us Don’t
Is a 529 Plan Really Your Best Option?
Episode 356 – 529 plans are certainly popular these days, and with good reason: high contribution limits and potentially tax-free growth. But they’re not for everyone. Here are four other potential alternatives for funding a college education. Continue Reading Is a 529 Plan Really Your Best Option?