By Laurey Shintani, June 21, 2022 How Many IRAs Do You Need? Pop Quiz: What is the maximum number of traditional or Roth IRAs a taxpayer may establish? Answer: There is no limit. While … [Read more...] about How Many IRAs Do You Need?
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Chrome Extension and $50 Promo Code for Password Guru Password Guru is one of several unique a la carte service offerings available to financial advisors through their relationship with Paraplanning … [Read more...] about Chrome Extension and $50 Promo Code for Password Guru
By Laurey Shintani I’m so delighted to have Advisor Perspectives, a leading publisher for financial advisors and professionals, publish my first article as I talk about the rising need of a para … [Read more...] about Rise of the Paraplanner
By Laurey Shintani, March 1, 2022 Before the digital age, it was customary, even fashionable, for investors to take physical delivery of the shares of stock they purchased from their stockbrokers. … [Read more...] about Old Stock Certificates Can Cause Major Headaches
This video explains how the fee-only financial planner compensation model enables the planner to be entirely objective in his/her/their recommendations. … [Read more...] about Why Fee-Only Financial Planning?