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By adopting these practices, you ensure that both you and your advisory team can work efficiently, securely, and in alignment with regulatory requirements.

Unfortunately, neither “yes” nor “no” is a correct answer to this question.

George R. Marotta, a financial advisor, Hoover Institution research fellow, public servant, and World War II veteran, died on July 26, 2025, at the age of 98 in Palo Alto, California.

Three generations explain this family saying which teaches one method of mitigating risk.

There is no scorecard, no grade, and no winner when it comes to wealth. This is a pass-fail challenge that we each do on our own and succeed in our own way.

Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.

Many children being cared for under court decree do count as family members for the purpose of a 529 plan rollover because they have an “eligible foster child” relationship.

For domestic tasks like babysitting there are often two options: independent contractor or household employee. Taking the time to educate yourself on the difference may be worth your while.

This quarter, we saw that in 1-year returns ending June 30, 2025, Developed Freedom Investing had a -0.91% disadvantage, Emerging Market Freedom Investing had a -3.66% disadvantage, and Overall Freedom Investing had a -1.69% disadvantage.

Punishing people for inflation is neither fair nor good economic policy.

If you are opening a donor advised fund for the first time, take a moment to think about your goals.

With a thorough understanding of the IRS rules, performing a Roth Conversion even after your so-called Required Beginning Date (RBD) can be both easy and profitable. This 2016 article teaches how.

Everyone needs some fun in their life, and sometimes fun costs a little money. This 2004 article shares six guidelines for dealing with purchases that might be considered frivolous.

“One financial manager recommended that I invest 100% of my assets into stocks while another recommended investing in bonds as well – what do you recommend?”

This post reminds us that there are at least four reasons to rebalance where the benefit can be demonstrated or measured.