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Wendy Fishman

Recent Posts

The Cost of Leaving No Will and Why Everyone Needs One

If you don’t have a will, you’re far from alone. In fact, a 2017 Caring.com study reveals that 60% of Americans don’t have wills ...
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The Pros and Cons of Robo-Advisors vs. Personal Advice

If you read the Wall Street Journal or listen to Bloomberg News, you’ve probably heard about robo-advisors. However, you may not ...
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6 Ways To Mine Tax Breaks Year Round

When it comes to tax preparation you want to find and use all the appropriate avenues that help you pay out less and keep more of ...
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Year-end Planning: What's coming?

As 2017 draws to a close, it’s time to look to 2018 tax planning. This can be important for knowing how much you want to spend, ...
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5 Benefits of a Non-Family Member Trustee

Most of us want a family member looking after our assets when we’re gone. However, there are sometimes complications to this ...
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Hello IRS - Is That Really You?

Did you know that the IRS does not make phone calls? Over 90,000 Americans have fallen for this scam. Some are even $5 million ...
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Keep It or Shred It: How Long to Keep Income Tax Returns Around

You know you’re supposed to keep your tax records after you submit them, but when is it time to finally shred them? If you’re ...
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