Student Question of the Week: Buy-Sell Agreements

Student Question from Holly S Course: Income Tax Planning Question: Hi Dan. On this page, step 6 of the Stock Redemption steps seems incorrect. My understanding from a prior lesson was that the remaining owner % would … [Read More...]


Student Question of the Week: Emergency Fund

Student Question from Sophie L Course: Fundamentals of Financial Planning Question: Hi Dan. The adequate amount for an Emergency Fund is 3 months for married clients who both have substantial and reliable income. What … [Read More...]


Should All Investment Advice Be Subject to the Fiduciary Standard?

April 15, 2014 – Claiming harm to investors by  “gaps in the rules governing investment advice”, CFP Board joined other advocacy groups in a letter urging the SEC to “apply the appropriate regulatory standard” to … [Read More...]


Bipartisan Solutions for America’s Broken Tax Code

Congressman Dave Camp (R-MI), Chairman of the powerful Ways and Means Committee, recently released draft legislation dubbed The Tax Reform Act of 2014 (TRA 2014). TRA 2014 aims at job growth, a simpler and fairer tax code, … [Read More...]