IRS Mandates an End to Payments by Check Starting September 30, 2025
Starting this fall the IRS will no longer accept tax payments by check. Learn what you can do to prepare for this change.
Mike Palmer in Kiplinger: What is the Right Retirement Withdrawal Strategy?
Lots of people can successfully save for retirement. Very few have the expertise required to effectively and efficiently plan for retirement withdrawals. That's where an experienced Certified Financial Planner comes in.
Five Things You Should Know If You're Facing a "Gray Divorce"
Divorce among those 50 and older is at an all-time high. If you are facing this circumstance, be sure you have professionals to help.
Maximizing Retirement Satisfaction: Why a Lower Monte Carlo Success Rate Might Lead to a More Fulfilling Retirement
Can you have too high a Monte Carlo success rate? Balancing retirement sustainability with enjoyment is where an experienced financial planner can make a key difference.
The Hidden Pitfalls of Structured Notes: Why Investors Should Proceed with Caution
Structured notes are the financial equivalent of "heads I win, tails you lose." If an advisor promotes these products as "bridges" or risk reduction vehicles be very skeptical.
Zach Palmer Quoted in MarketWatch - When Should You Change Financial Advisors?
Is your financial advisor recommending commission products? Is that a red flag? If your advisor receives commission compensation they are not obligated to act as a fiduciary and put your interests first.