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Health, Wealth, and Time
Category: Financial Planning » Behavioral Finance
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.
Avoiding Probate Just Got a Little EasieràFor Certain Estates
Category: Financial Planning » Estate & Transfer Planning
Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.
Don’t Let Creditors Crack Your Nest Egg
Category: Financial Planning
Colin Hendricks of BrownWinick Law Firm shares some tips on creditor protection planning for professionals.
YOLO, Meme, and EMH: What’s Your Investment Style?
Guest Blogger, Marlena Lee, PhD. While it’s not the intended victim of the YOLO traders, will the efficient market hypothesis be a casualty of these events? The answer depends a lot on your definition of efficient markets.
Umbrella Insurance Is Just a Catch All Policy, Right?
Category: Financial Planning
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.
How a Medicare Supplement Coordinates with the Parts of Medicare
Category: Financial Planning
Medicare seems like the Alphabet soup of health insurance. Parts A, B, C, D and then the myriad of supplemental coverage. As Charlie Brown would say, “Good Grief”…. Let’s decipher it here.
Five Myths Your Landlord Wants You To Believe
Category: Financial Planning
It can be difficult to discern fact from fiction when dealing with landlords. A misunderstanding of these key issues can have serious consequences for your practice. The following information should help dispel some common myths and prevent costly mistakes in your next lease negotiation.