OTM Winter 17-18

Who’s Your Tax Planner?

What’s an Enrolled Agent?

Meet Pam Tassinari

Faster Trades, But Not That Fast

 

OTM Fall 17

Caveat Emptor

Retirement Tax Planning Opportunities

Credit Scores

 

OTM Summer 17

Frank Named a Top Advisor by Barron’s

Can You Afford Not to Have a Good Financial Advisor?

Meet Josh Harper

Vintage Assets Top $500 Million

OTM Spring 17

Best College Funding Accounts

Dow Hits 20,000! What’s Next?

Investor Protection Rule Gets Trumped

Michigan Tax Facts

OTM Winter 16-17

Medicare’s Hidden Tax

Tax Planning Under Trump

Are You a One Percenter?

New Figures for 2017

OTM Fall 16

Meet John Owens

FAFSA Changes

Special Needs 529 Plans

Qualified Charitable Distributions

OTM Summer 16

How to Check Out an Advisor

Remember Your Umbrella

Doubling Our Brain Trust

New Rules for IRA Advice

OTM Spring 16

Guaranteed Retirement Planning

Big Changes in Investment Advice

Shrinking Social Security Checks

OTM Winter 15-16

Will Robos Drive Portfolios Off a Cliff?

Who’s MyRA?

IRS Changes to Address Tax Fraud

Congress Upends Social Security Strategies

OTM Fall 15

Lower Costs = Higher Returns, Right?

Social Security Turns 80 — Will it Live to 100?

What Does Fed Rate Hike Mean to You?

No COLA for Social Security in 2016?

OTM Summer 15

Below Average Returns Ahead?

Find Your Windfall

New Investor Protections

In Honor of Dave

OTM Spring 15

Frank Elected NAPFA Chair

Can Money Buy Happiness?

Digital Estate Planning

Facebook Legacy Contact

OTM Winter 14-15

Your Retirement Portfolio:  Piggy Bank or Income Machine?

It’s Not That Bad

Smart Charitable Giving

2015 Retirement Limits

 

OTM Fall 14

Putting the Pieces Together

Frank Named to NAPFA National Board

How Much Retirement Income Will You Need?

Annual Check Up

OTM Summer 14

Cost Vs. Value

Sign Documents on the Go

What’s an ETF?

High Frequency Trading

OTM Spring 14

How Long Will You Live?

Stock Market Volatility

President Proposes Another Retirement Savings Account

Vintage Advisor Team

OTM Winter 13-14

Beneficiary Forms Up to Date?

Itemized Deduction Phase Out and Charitable Contributions

Should You Buy Long Term Care Insurance?

New Numbers for 2014

OTM Fall 13

How Much Will You Need to Retire?

Save on College (and More)

Investing by the Stars

Frank Marks 30 Years