Yesterday the Department of Labor issued helpful guidance on the new fee disclosure requirements set to start this summer. I’m sure your Third Party
Last weekend while preparing papers for taxes I realized our “Grab It Book” was terribly out of date. These days it’s hard to know if it’s best to keep these
You should be aware that Congress is considering action to limit the ability to “stretch” the tax deferral of retirement plan and IRA money inherited by
I learned something interesting last week from a mortgage banker in my professional resources group. Leanne has noticed many more credit reports from her
Last week we received our new homeowners insurance policy and renewal statement.
Why is this worth a blog post?
Because I actually read the policy!
And sure
Americans are the most generous people and that likely includes you. Though your generosity is probably not motivated by the tax deduction, it would be
The college application process has been a near full time occupation since I blogged back in October. No matter how responsible your high school senior, I
Robert B. Friedland, Ph.D., AIF® is a fellow Garrett Planning Network colleague and principal of Friedland Financial Planning, Inc., in Rockville, MD.
Robert