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The hot word these days in the world of investing is “fiduciary.” In noun form, fiduciary is a person or organization that owes to another the duties of good faith…

When Congress passed the Tax Cuts and Jobs Act at the end of 2017, it created new lower tax brackets for U.S. taxpayers. However, the law included a sunset provision…

Many large financial services firms struggle with providing financial advice to their thousands — and, in some cases, millions — of customers. It can be nearly impossible to provide personalized…

A radio listener of mine recently called to share an estate planning snafu that she experienced with her late father’s estate. Prior to her father’s death she had “put her…