• Before Your Clients Write that Tuition Check……
    • by: Hank Berkowitz
    • October 29, 2018
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    Now is the time of year that many clients are turning to you for advice about financing the jaw-dropping price of college tuition. Study after study confirms that a college education—one of the biggest legal rackets in America today–is still worth the price of admission and stress. But, several of our clients have been telling

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  • HB Clients Featured in National Media
    • by: Hank Berkowitz
    • October 22, 2018
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    It was another good week for those of you taking advantage of our Just in Time media relations services. Here are some highlights. ANTHONY GLOMSKI, founder of AG Asset Advisory, was the featured guest on the Angel Investor Podcast with Jeff Barnes. Author of the new book, Liquidity and You: A Personal Guide for Tech

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  • Estate Planning Myths and Misconceptions
    • by: Hank Berkowitz
    • July 8, 2018
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    Now is the time of year when extended families get together at the beach, lake, mountains or national parks. While the focus is on meals, family bonding and R&R, it’s also a good time to get the ball moving about those sensitive estate planning issues. According to my friend Valentino Sabuco, founder of The Financial

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  • Can You and Your Clients Count on Social Security?
    • by: Hank Berkowitz
    • June 9, 2018
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    “Today more people believe in UFOs than believe that Social Security will take care of their retirement.” — Scott Cook, billionaire cofounder of Intuit. “Before Social Security existed, about half of America’s senior citizens lived in poverty.” – Senator, Bernie Sanders Depending on your point of view, Social Security is either one of the Big

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  • DOL Fiduciary Rule Overturned (Again) — Are you surprised?
    • by: Hank Berkowitz
    • March 21, 2018
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    As most of you know by now, a federal appeals court vacated the fiduciary rule late last week. On the surface, the decision was a setback for consumers, investors and their advocates and it was a win the broker/dealers, insurers and others in the financial product sales arena who’ve been increasingly under pressure to recommend

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