By John Drachman After a year of sheltering-in-place from a safe social distance, many investors and advisors found themselves on new common ground
Conservatorships: Beyond Britney
By Lee Sherman Most people take for granted their ability to make financial decisions for themselves. But in the case of a conservatorship, a
The Best Way to Compensate Your Financial Advisor
By MyPerfectFinancialAdvisor Financial Advisors, like all service professionals, charge for their services. Similar to attorneys, CPA’s, Doctors,
The Pitfalls of Transferring Assets to Qualify for Medicaid
By Peter Mastrantuono One common misunderstanding many Americans have is that Medicare will help pay for long-term care. It does not. In fact, the
Bitcoin versus Gold: False Equivalency
By MyPerfectFinancialAdvisor Much has been written about how Bitcoin is being considered by many to be the “new gold”. The skyrocketing price over
How to be a Semi Self-Directed Investor
By Nicholas W. Stuller Investors historically have either been Self Directed and made all their own investment decisions or used an advisor and
Inflation Strategies for Fun and Profit
By John Drachman As Memorial Day holiday goers left work early last Friday, the S&P 500’s inflation-defying fourth straight month of advances
7 Things the Wealthy Teach Their Kids About Money
By Lee Sherman The old adage “Money can’t buy happiness” may be true, but it sure can make life a whole lot easier. But trouble can arise when
A Strategy for Reducing the Cost of a Higher Education
By Peter Mastrantuono The lifetime value of a college education is not in dispute. It has, however, saddled many graduates with enormous debts and
