AICPA-maintained directory of CPA's who have obtained Personal Financial Specialist (PFS) designation. Also includes general information about financial planning.
Provides investment, retirement, and estate planning advice.
ARTICLE: How Estates Are Taxed(by Ric Edelman)
In life, you avoid paying taxes by doing nothing, but that is exactly how you will pay taxes on your estate, by doing nothing. (click to read article)
ARTICLE: Reverse Mortgages - explained
For homeowners who diligently pay off their mortgages month in and month out, over the full 30-year life of their loan, the idea of a lender returning the favor and paying them a monthly stipend for life is a hard one to grasp. That's why reverse mortgages continue to hold a lot more promise than they do customers. (click here for details)
