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Before Your Clients Write that Tuition Check……
- by: Hank Berkowitz
- October 29, 2018
No CommentsNow 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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Estate Planning Myths and Misconceptions
- by: Hank Berkowitz
- July 8, 2018
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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DOL Fiduciary Rule Overturned (Again) — Are you surprised?
- by: Hank Berkowitz
- March 21, 2018
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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Protect Yourself from the Equi-Lax Data Breach
- by: Hank Berkowitz
- September 20, 2017
Early in my courtship with my wife, I spent many chilly, rainy evenings in Manhattan, standing in long lines outside art-house cinemas to see quirky foreign films I really didn’t want to see. Those black-and-white flicks were usually in French or Italian, with inaccurate subtitles and typically heavy on relationship issues and light on action.