Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what are Master Limited Partnerships?” MLPs are a special type of business entity created by Congress in 1980s. They’re typically…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I check a financial advisor’s background?” You may be surprised to learn that it’s fairly easy to look…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I open a HELOC?” For those of you unfamiliar with this term, a HELOC is a Home Equity Line…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “When will Social Security run out?” According to the Social Security Board of Trustees, as of April of 2020, the…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are the most common estate planning mistakes?” Over my career I’ve witnessed many estate planning mistakes and most of…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do I maximize the tax benefits of charitable gifts?” If you’re charitably inclined, you’re already doing a wonderful thing…
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “What are negative interest rates?” This is a great question and I’ll keep this as high level as I can…
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “What are the pros and cons of rental property?”
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “I’ve maxed out my 401(k). Now where do I save?” If you have questions for next month’s video, please send…
Hello, everyone, and welcome to this month’s “Ask The CFP” segment. This month’s question is, “What is the best way to maximize my executive compensation package?” This is certainly complex and often requires individualized answers,…
The market indicates that we are at the start of a recession. We cannot predict how long it will last or how deep it will go, but historical data gives us some insight into market…