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Tag: lawyers

Using the California Statutory Will

No part of financial planning flummoxes and bedevils people as much as estate planning. It makes the powerful weak and the merely-average absolutely-incapable. It makes proactive folks sheepishly cower, waiting . . . waiting . . . . . . waiting. And it makes high-output folks stare vacantly into space […]

Our Healthcare System is Full of Traps for the Unwary, and Needn’t Be: Medicare Observation Status

If you should ever find yourself thinking that you know everything there is to know about a given part of our healthcare system, please, think again. Think again because, at that very point in time, just when you least expect it and are at your most ultra-hubristic max, you just […]

Friedman’s Law of the First Thing: Using the Investment Adviser Public Disclosure Site to Smarten Up About Financial Planners and Money Managers

Oodles of ’em. Oodles and oodles of ’em, even. There are oodles and oodles — and then some — of articles out there about how to find, interview and ultimately hire yourself a good financial planner or money manager. I can’t recall a single one of them, though, talking about […]