The Long And Short Of It
…that compelling,” argues Michael Kitces, a partner and director of research at Pinnacle Advisory Group in Columbia, Md. “After all, you’re not avoiding the taxes—you’re just deferring them. It’s just…
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6 Key Value Propositions A Good Financial Planner Can Provide
6 Key Value Propositions A Good Financial Planner Can Provide For Clients Seeking A Better “Return On Life” From: kitces.com The Varying [Not Always Unique] Value Propositions Of Financial Advisors…
The Broker Shell Game on the Fiduciary Issue
The Broker Shell Game on the Fiduciary Issue From: huffingtonpost.com There’s no way to sugarcoat this. The position that brokers and their powerful lobbyists take on the “fiduciary issue” is…
Roland C. Manuel
…received his enrollment to practice before the IRS as an Enrolled Agent. Palm Beach Tax Group Inc was established in 1970 and today Roland proudly serves as the President of…
Estate Planning
Comprehensive Estate Planning Getting involved with an estate planning effort can consume a lot of your time. Thankfully, our staff at Retirement & Estate Advisors & Professionals is ready to…
Mark F. Moss
…the practice of law was for him. After spending two years playing collegiate football at Truman State University, Mark transferred to Indiana University (IU) where he obtained his Bachelors Degree…
HNWs Worry About Unintended Consequences of a Big Inheritance
HNWs Worry About Unintended Consequences of a Big Inheritance Merrill Lynch report finds parents worried about the effects of too large an inheritance From: thinkadvisor.com he vast majority of wealthy…
Retirement Planning: A Checklist for Older Workers
…age in the U.S. is 62 for women and 64 for men, according to The Center for Retirement Research at Boston College. Estimate your retirement income: Life on a fixed…
Opinion: You are probably way too optimistic about your investment returns
…return they can squeeze from a portfolio remain sky high compared with what advisers believe is achievable. That means the coming year could be a tough one unless investors choke…
Why the big broker behind your financial adviser might be working against you
Why the big broker behind your financial adviser might be working against you From: marketwatch.com They say that if something looks, acts and quacks like a duck, it must be…
