Avoiding IRS Scams
New Tax Forms for New Tax Laws
Approaching College Funding Responsibly
Meet Jamieson Hopp
Be Energy and Tax Efficient
2018 Taxes–Will You Get a Tax Cut?
Optimizing Retirement Income
Frank Named a Top Advisor
New Tax Strategies
Donor Advised Funds
What’s a Clean Mutual Fund Share Class?
Who’s Your Tax Planner?
What’s an Enrolled Agent?
Meet Pam Tassinari
Faster Trades, But Not That Fast
Retirement Tax Planning Opportunities
Frank Named a Top Advisor by Barron’s
Can You Afford Not to Have a Good Financial Advisor?
Meet Josh Harper
Vintage Assets Top $500 Million
Best College Funding Accounts
Dow Hits 20,000! What’s Next?
Investor Protection Rule Gets Trumped
Michigan Tax Facts
Medicare’s Hidden Tax
Tax Planning Under Trump
Are You a One Percenter?
New Figures for 2017
Meet John Owens
Special Needs 529 Plans
Qualified Charitable Distributions
How to Check Out an Advisor
Remember Your Umbrella
Doubling Our Brain Trust
New Rules for IRA Advice
Guaranteed Retirement Planning
Big Changes in Investment Advice
Shrinking Social Security Checks
Will Robos Drive Portfolios Off a Cliff?
IRS Changes to Address Tax Fraud
Congress Upends Social Security Strategies
Lower Costs = Higher Returns, Right?
Social Security Turns 80 — Will it Live to 100?
What Does Fed Rate Hike Mean to You?
No COLA for Social Security in 2016?
Below Average Returns Ahead?
Find Your Windfall
New Investor Protections
In Honor of Dave
Frank Elected NAPFA Chair
Can Money Buy Happiness?
Digital Estate Planning
Facebook Legacy Contact
Your Retirement Portfolio: Piggy Bank or Income Machine?
It’s Not That Bad
Smart Charitable Giving
2015 Retirement Limits
Putting the Pieces Together
Frank Named to NAPFA National Board
How Much Retirement Income Will You Need?
Annual Check Up
Cost Vs. Value
Sign Documents on the Go
What’s an ETF?
High Frequency Trading
How Long Will You Live?
Stock Market Volatility
President Proposes Another Retirement Savings Account
Vintage Advisor Team
Beneficiary Forms Up to Date?
Itemized Deduction Phase Out and Charitable Contributions
Should You Buy Long Term Care Insurance?
New Numbers for 2014
How Much Will You Need to Retire?
Save on College (and More)
Investing by the Stars
Frank Marks 30 Years