Defining Fee-Only for CFP – Extensive Review by Michael Kitces
Practitioners must know the right questions to ask.
COVID-19 has highlighted the necessity of planning for care in old age, and advisers are increasingly recommending ‘hybrid’ annuity or life insurance products
“Fixed Income Investing” by Kurt Beimfohr
“Equity Investing” by Laura Tarbox
Seven selection factors to help you name the right person.
Choosing the best person using the grid system. (Scorecard and points)
If you become incapacitated (unable to speak or make decisions), someone else will need to make care decisions on your behalf.
Some with private equity owners, focused on making money, were particularly ill equipped and understaffed to handle Covid-19.
Nearly everyone has been personally impacted by the COVID-19 pandemic. Twelve questions to consider and discuss.
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