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PFA Ponderings

Wicked Simple Estate Planning

By PFA Ponderings

Out of the main financial planning areas recognized by the CFP board, which include Cash Planning, Risk Management, Investment Planning, Tax Planning, Retirement Planning and Estate Planning, it’s Estate Planning that seems to be the most daunting.  I’ve sat with estate planning attorneys who don’t have their own will, and…

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Using the “F” Word

By PFA Ponderings

I had just finished delivering a seminar on tax code changes, and was approached by a few seminar participants who had questions.  After a few good tax questions, a couple stepped up and asked:  “Are you, or is your firm a FIDUCIARY?” It’s an interesting question, mostly because it gets…

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