ICYMI: Your Wealth Management Checklist – A wealth management checklist for people to use to make sure they’re taking the right financial planning and investment steps.
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Finding the right financial advisor can be difficult. I contributed to this piece on some good questions to ask during your search.
15 Essential Questions to Ask a Financial Advisor Before You Hire Them by Alaina Tweddale
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Good answer to a question I receive a lot.
The 4 Financial and Estate Documents You Need — and Where to Store Them by Daisy Maxey
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We had two cyber-security seminars for clients a year ago. This was one important takeaway.
Why You Should Stop Using This ‘Dangerous’ Wi-Fi Setting On Your iPhone by Zak Doffman
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I would have preferred to see something about human rights and whether we can believe China’s data, but this piece is thought provoking and contains good points.
China Has a Few Things to Teach the U.S. Economy by Noah Smith
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New tax brackets and standard deduction limits for 2021.
Here are the new income tax brackets for 2021 by Darla Mercado
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“A formula for assessing the gravity of kidney disease is one of many that is adjusted for race. The practice can exacerbate health disparities.“
How an Algorithm Blocked Kidney Transplants to Black Patients by Tom Simonite
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Book Recommendation
A double-shot book recommendation this week for the sports fans out there. Two new books about team building and organizational dynamics came out recently, and I enjoyed them both.
Three-Ring Circus: Kobe, Shaq, Phil, and the Crazy Years of the Lakers Dynasty by Jeff Pearlman
The Dynasty by Jeff Benedict (if you’re wondering which dynasty, this blog is coming to you from Boston and we are in football season…)
