Financial Planning Services


Recent Developments in Estate Planning
 

Recent Developments in Estate Planning

Posted: October 7, 2019
This article from The Tax Adviser examines developments in estate, gift, and generation-skipping transfer (GST) tax and fiduciary income tax and discusses trusts, GST tax, and inflation adjustments for 2019.

3 Major Retirement Bills Await Senate Action
 

3 Major Retirement Bills Await Senate Action

Posted: September 16, 2019
The lives millions of Americans will experience in retirement could be shaped by three major pieces of legislation awaiting action in the Senate: the Setting Every Community Up for Retirement Enhancement Act, the Rehabilitation for Multiemployer Pensions Act, and the Retirement Security and Savings Act.



The Robo v. Human Advisor Debate: Is it a Winner-Take-All Proposition?
 

The Robo v. Human Advisor Debate: Is it a Winner-Take-All Proposition?

Posted: May 29, 2019
Can a robo truly replace or replicate a dedicated, independently certified and/ or credentialed human advisor? While it’s true a robo advisor is void of emotion, it does require a participant to have complete and total faith in the algorithm-based program.