Feb 25, 2020
Financial expert Brian Wiley reviews trustee responsibilities and shares a few important case studies to get you thinking about who you want as your trust representative. Your situation and your representative’s situation will change! Allow your designations to change over time.
It’s tax season! Brian talks about CPAs and how to chose the right one for your situation. A good CPA will count the strands on a paintbrush, but a great CPA will know how to use it and give you the brush count.
Need to check out your financial advisor? Use the FINRA registry to your advantage: https://brokercheck.finra.org/