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Estate Planning: More than Just Documents
August 12, 2020 Estate Planning: More than Just Documents By Paul Miloe, CRPS® Taking the time to meet with a well-qualified attorney to develop your estate plan is an important step in the financial planning process. This can take time, but after a thorough review, you’ll be glad you did this for the peace of [...]
A Gift Idea for a Newborn Baby
August 12, 2020 A Gift Idea for a Newborn Baby By Sylvia Salguero, Financial Advisor Ever pondered what would be a meaningful gift for a newborn baby in your extended family? Or maybe for a child or grandchild of a close friend? You may want to consider a custodial account, where you can be the custodian, [...]
Is the Price Right?
August 11, 2020 Is the Price Right? Phil Albitz, CFP® I shake my head at how strange this year has been, and we haven’t even reached the election or the year-end cold and flu season yet. In this brief video, I’m going to talk about the stock market and what I think has been priced [...]
Phil Albitz on the Steven Spierer Show – 8/8/20
Phil Albitz on the Steven Spierer Show - 8/8/20 The views stated in this letter are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are [...]
When to Accelerate Income with a Partial Roth IRA Conversion
August 9, 2020 Is a Partial Roth IRA Conversion Right for You? By Clete Albitz, CFP® The U.S. government has unleashed unprecedented fiscal and monetary stimulus as a response to the current economic situation. At some point, we will likely be paying this bill in the form of inflation or higher taxes. If you expect [...]
2020: The Year of Opportunity for Advisors
August 14, 2020 2020: The Year of Opportunity for Advisors By Vance Albitz, CFP® 2020 has been a year in which financial advisors have had many opportunities to provide value to their clients. We here at Albitz/Miloe have certainly seen it firsthand. In this video, I want to talk about three major areas of value [...]
Unprecedented?
June 10, 2020 Unprecedented? Phil Albitz, CFP® Suffice it to say, 2020 has started off with plenty of challenges and we continue to have challenges. If I were to have told you back in February that you’d be wearing a face mask every time that you went to the grocery store, you would have thought [...]
