With proper planning, the answer should most commonly be no. I have always thought that the point of proper estate planning was to avoid probate, minimize legal expenses, minimize estate …
Maximizing your Employee Benefits
I have seen a lot of people over the years leave a lot of money on the table by not taking advantage of all of the benefits that their employer …
Unintentional Stock Concentrators
Do you unintentionally concentrate your portfolio on one stock? Most people don’t realize its’ even happening. I view a concentration issue as having more than 20% of your portfolio in …
Smart Tax Planning
“You are worse than the Dentist.” It’s tax time. According to some of my clients-one of the worst days of the year. Most of my clients are patriotic Americans, but …