There are two documents that every college student should sign; a durable power of attorney and a healthcare proxy. The power of attorney is so parents/guardians can have access to their student’s grades, the health proxy is so they can make healthcare decisions for them if they are incapacitated.

I realize this email topic is non-financial and more of a public service email, BUT I thought it was important since we ALL deal with issues of privacy and confidentiality with our clients.

Here's another Video Insights for you. Here I am discussing how the new Tax Cuts and Jobs Act effects divorce and alimony.  Hope you like it (and my classy t-shirt)!

As always, be sure to leave your comments and suggestions.

"See" you on the next video.

Brett

I sent this to my subscribers yesterday, but think it's important enough to share more broadly even though it may only apply to a few of you.  Deadline to enroll is February 18.

I sent this to my subscribers yesterday, but think it's important enough to share more broadly even though it may only apply to a few of you.  Deadline to enroll is February 18.

As we all know, the new tax laws were passed by Congress the last week of December, which means a lot of changes are in store for 2018

What is Bitcoin?

Many advisors and especially clients have been asking me about Bitcoin given its meteoric rise in 2017 and asking whether they should “buy-in”.    

I was going to do a phone call on it, however after much research I realized I still don’t fully understand how bitcoin works and how it can fit into mainstream society!  Therefore, I figured it is better to share an article by investment manager Vitaliy Katsenelson as I believe he does a nice job  describing it as well as expressing my opinion on bitcoin.

I hope everyone had a good Thanksgiving and is getting ready for the holidays.

I wanted to share one of my end of the year goals with you. I’ve been wanting to try recording video messages but, if you know me, I am not the most technologically advanced person in the world and have been avoiding it. With the new year looming, I finally did it.  Below is a link to my first Video Insights.

 

Happy Thanksgiving!  I hope you are able to enjoy a long weekend and spend time with friends and family.

If you have some down-time between the food and football (or just need an excuse to get away from that annoying cousin), here are some Wall Street Journal articles that I’ve been meaning to share.

CFP Ethics CE

Thank you to all that took my CFP Ethics CE yesterday. We had quite a turnout - almost 300 participants!

The next CE is scheduled for Tuesday, January 23, 2018, 2-4pm. Follow the link below for more information.

CFP® Board Code of Ethics and Professional Conduct

Hope to "see" you there!

Brett

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