Client Alerts

Establishing a Trusted Contact   (published June 5, 2019)

Financial Preparedness for Graduates   (published April 25, 2019)

Medicare Open Enrollment   (published October 15, 2018)

Tips for Preventing Fraud   (published August 17, 2018)

Finding a Financial Advisor Who Puts You First   (published July 9, 2018)

Don’t Forget Digital Assets in Estate Planning   (published May 11, 2018)

There’s Still Time to Contribute to an IRA for 2017   (published March 23, 2018)

Tax Cuts and Jobs Act Passes Congress   (published December 22, 2017)

Tax Cuts and Jobs Act of 2017   (published November 8, 2017)

Tips for Preventing Identity Theft   (published September 15, 2017)

Improbable Event – Donald Trump’s Presidential Victory   (published November 10, 2016)

Year-End Tax Check: Questions to Ask   (published September 30, 2016)

Roth IRA Conversions    (published August 17, 2016)

Another Brick in the Wall – BFSG’s Thoughts on the Brexit   (published June 27, 2016)