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What You Need to Know Before Lending Money to Family Thu, Jan 21, 2021 ......Carefully consider what you’re entering into and take the time to determine whether the arrangement makes sense from a relational perspective and in terms of wealth planning....... Read More

By Peter Lazaroff

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Tue, Jan 19, 2021 ........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of ... Read More

By Reshma Kapadia in Barron's

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