

Podcast of the Month: For better or for worse.. the divorce dilemma
Marriage is hard, and divorce is even harder! Instead of worrying about money and estates, take care of yourself by allowing qualified...


Need to Know: 2019 Retirement Confidence Survey
Each year, the Employee Benefit Research Institute conducts a survey to assess retirement confidence as well as perceptions about...


Podcast of the Month: The Ultimate Gift
Jim was going to be an NFL football player until a grave diagnosis took his sight and flipped his world upside down. In this month's...


Need to Know: Disability Insurance Awareness Month
Disability insurance is not always top of mind for people — many of us likely think that it's only needed in the event of a serious...


Podcast of the Month: Mythbusters: Disability Insurance edition
Disability insurance may seem like something you'd need only if you are in a serious accident or receive a life-changing diagnosis. Noth


Podcast of the Month: Password protected: access denied
Think about how much you do online (pay bills, store mementos). Now think about what would happen if you were no longer around, and no...


What Robin's Reading: Survey of CPA Financial Planners
The Robin S. Weingast & Associates Team explores what the latest financial planning trends survey means for you.


Need to Know: The Importance of Beneficiary Designations
IRS rules no income taxes for IRA assets spouse acquired directly from decedent.


Podcast of the Month: Top reasons to get life insurance
If you’re shopping for new clothes are the latest gadget, you read reviews and ask you friends online for their feedback, right? On this...