Protecting Inheritance with Lifetime Trusts
Written by: Andrew V. Tignanelli, CPA, CFP® Our job is to educate, not to tell anyone what to do. An educator will still have an opinion, but one must be careful not to let their opinion impact one’s decision. One…
Win Win Win
Written by: Andrew V. Tignanelli, CPA, CFP® As I approach over 40 years in this business, I am finally seeing a glimpse of my life’s dream come true. That dream is that financial advisors would operate like other professionals, such as…
Weathering Market Volatility Within a Retirement Portfolio
In this video, Roger Bair & Jackson Courtney discuss how to manage market volatility within your retirement portfolio
I Have $2 Million Saved. Am I Still on Track to Retire?
In this video, Graham Ewing discusses retirement planning and how to make sure you are on track with your retirement goals.
Bad Homes for Your Investments: Where Not to Hold Stocks and Mutual Funds
Written by: Andrew V. Tignanelli, CPA, CFP® Forty years of experience gives me a good understanding of where not to hold stocks, bonds, or mutual funds. It is vital that I communicate this issue to every financial spouse, and they…
The Best Tax Hacks for Every Retiree
In this video, Alec Sunners discusses the best tax planning practices for retirees for this year.