- March 26,2021: Your Money/How the Secure Act Impacts Your Legacy Plan
- February 10, 2021: How Advisers Provide Investors with Downside Protection
- December 17, 2020: Don’t Miss These Best Tax Planning Ideas Left for 2020
- December 11, 2020: Year-end Financial and Retirement Planning Tips
Read my "Guest Contributor" articles:
- October 5, 2023: 3 Ways To Manage Finances as You Merge Households
- July 11, 2023: FORE! 5 Ways Golf Can Help You Hone Your Financial Game
- April 5, 2023: Who Should I Name as My Successor Trustee?
- January 6, 2023: Common Estate Planning Myths
- July 13, 2022: Smart Ways To Give To Charity
- April 19, 2022: Financially Navigating A Divorce
- January 7, 2022: Managing Risks, Gifting, and Legacy Planning
- October 8, 2021: Planning Opportunity - Schedule a What's Left After Salt
- October 6, 2021: Caring for Aging Disabled Family
- July 2, 2021: Roth Conversion and Charitable Giving
- March 26, 2021: How the SECURE Act Impacts Your Legacy Plan
- March 15, 2021: Why Financial Advisers Are Wary of Cryptocurrency
