Erin Itkoe, CFP®, CPA®/PFS The end of the year is the time for celebrating the holidays with family and friends. It is also an opportune time to take advantage of tax planning strategies before the calendar flips to January. With the passing of the Tax Cuts and Jobs...
Resist the temptation to react Sometimes, the best reaction is no action at all. Consider a soccer analogy. During a penalty kick, a soccer goalie must make a split-second decision to stay put in the center of the goal, jump left, or jump right. Behavioral economist...
Cybersecurity and Data Protection By Bob Veres Not long ago, I reported something astonishing: A number of larger financial services firms and software companies were working hard on cybersecurity measures—and at the same time, they were resigned to the fact that...
