Pitfalls of Holding Assets Jointly
How does adding children as joint tenants mess up estates? What is the difference between Community property states and other states? When do you not want to default to tenants in entirety when holding assets jointly? In this video we answer these questions AND MORE.
The Emotional Pitfalls of Wealth Transfer
The Straw That Broke the Camel’s Back
From Worst to First in 2024
Christmas Giving
Don’t Fudge Up Your Roth Conversions
Tune in to Hear Nick Silvin and Joe Franklin explain the most common mistakes investors make when taking Roth Conversions. Learn: * When is the Best Time to Take Conversions? 1) Time of Year 2) Time of Life 3) Time in Market Cycle * How can a correct Spending / Liquidation strategy help a typical […]
Santa’s Coming Early for Some
MANY KIDS WANT CRYPTOCURRENCIES IN THEIR STOCKINGS THIS YEAR With three teenagers in our household, it has become increasingly difficult to find gifts they will appreciate. Giving cash is acceptable for them but we want to find something that can be more of an experience or something they may not have thought of that will light […]
Credit Card Craziness at Christmas
Remembering Warren Buffett’s Right Hand Man
12 Days of Christmas – Finance Style
