Category Archives: Investing and fiduciary requirements

Tax Season Scams

scams stamp in red with scams target you protect yourself underneath

Tax season is in full swing… and tax scams are everywhere.

How can you can tell if a crook is claiming to be the I.R.S. in an effort to steal your money or personal information? Watch for these giveaways.

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Using an IRA Trust

trust being broken down into alma mater children grand children spouse

What is it? What kind of benefit could it provide?

Provided by Reeve Conover, Conover Consulting

Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations.

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Robo-Advisor vs Human Advisor

robot man in suit leaning forward to shake hand

If an investor chooses a non-human financial advisor, what price could they end up paying?

Provided by Reeve Conover, Conover Consulting

Investors have a choice today that they did not have a decade ago. They can seek investing and retirement planning guidance from a human financial advisor or put their invested assets in the hands of a robo-advisor – a software program that maintains their portfolio.

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Building an Emergency Fund

hand turning knob to invest instead with spend and save options

Everyone should aim to have a cash reserve.

Provided by Reeve Conover, Conover Consulting 

We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met.

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