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Letter From Kurt A. Mische to Peter Kote regarding the workshop’s success.

Bringing Financial Literacy to the Library. Testimonials from Workshop Attendees.

Interview with Peter Kote, the creator of the personal finance workshop series.

During his keynote address, Evensky said that advisors too often focused on “the probabilities while ignoring the consequences”.

Understanding IRA and Retirement Plan IRA and Retirement Plan Distributions.

Managing someone else’s money. Help for trustees under a revocable living trust.

Managing someone else’s money. Help for court-appointed guardians of property and conservators.

Managing someone else’s money. Help for agents under a power of attorney.

Managing someone else’s money. Help for representative payees and VA fiduciaries.

A Southern California insurance broker who overcharged Tom Hanks and his wife, Rita Wilson, hundreds of thousands of dollars has been sentenced to more than two years in federal prison.