The Consulate Journal is our written blog, dedicated to educating our audience on a wide range of topics. Sometimes we’ll be sharing our financial planning philosophies, and other times sharing our views of money and its place in our lives. Most often, we’ll be sharing specific and actionable financial planning strategies that we use with our clients.
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This article is not designed to address the reasons behind zero-commission stocks trading, but instead to make the case for an advisor being independent from brokerage firms, insurance companies, and banks. Recent news banners have heralded zero-cost stock trading from…Read More
There are many cool ways to get the greatest bang for your charitable giving buck, and this article will explore two techniques that are simple, relatively new, and effective. First is the Qualified Charitable Distribution (QCD) from an IRA. Unfortunately,…Read More
Equifax Data Breach Settlement What do you need to do? 147 million American’s data was stolen from Equifax in 2017. The data maintained by a credit bureau is immense and put all people affected by this breach at serious…Read More