Why Choose Beneficiaries Carefully Part II – Per Stirpes and Pro Rata
Per Stirpes and Pro Rata Explained
Category General Financial Planning
SLOA – Standing Letter of Authorization Mailing Heads Up Reminder (Clients)
Keep and eye out for SLOA Letter
A Break (Spring Break – next week) on the way to the Tax Finish Line – Travels
Salt Tax Withdrawals
Save the Date – Back by Popular Demand – Tom Clark our Social Security Specialist – Saturday 10 am – April 27th at DAC Dallas Athletic Club – Personal Video Invitation
Tom Clark Shares his Social Security Expertise
February 2019 Podcast Video, Financial Planning and Capital Market Update – By John Kvale
February 2019 Audio Video Podcast Review
Why you should be careful when choosing your Beneficiaries
Review Beneficiary Designations to prevent mistakes
The Oscars – Warren Buffet Annual Letter
Annual Events - Oscars, Buffet
Why you may want an Institutional Trustee/Trust Service!
Professional Trust Service Advantages
Wealthiest and Lowest Counties in Every State along with Greatest Differences – Check Your Own State – Friends at Visual Capitalist
Wealthiest versus lowest Counties in Every US State
Job Change or Retirement? Here is a great reminder checklist – Updated
Job Retirement Checklist