June 15, 2021 Robert Gaan, CFP® I recently received a phone call from a long-time client. She told me she had a check for $350,000 that...

April 15, 2021 Latin – once a mandatory language for the educated classes, at least in the Western world – has long since fallen out of...

Back to Basics: A Review of the SECURE Act. The SECURE Act, an act responsible for major changes to financial planning options.