Financial Planning - APEX Affinity Group

March 11, 2015

Tom Benson was the kind of man who seemed to have his whole life…

February 23, 2015

Very little in the U.S. tax code draws the ire of taxpayers and…

January 6, 2015

The real changes to the tax code for 2015 are mostly incremental…

January 5, 2015

Advisors who write financial plans for clients, and those who…

November 24, 2014

At NAILBA 33, I had the chance to hear Andrew Bucklee discuss…

November 5, 2014

Internal Revenue Service Commissioner John Koskinen warned that…

November 4, 2014

Estate planning may only be one part of the financial planning…

October 23, 2014

WASHINGTON, D.C. - Today, the U.S. Social Security Administration…

October 21, 2014

Thanks to surging demand among China’s wealthy, the U.S. is…

October 20, 2014

Did you, or someone you know, welcome a new arrival on October…