Theodore Yoos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Financial Management LLC in Burlington, MA and the surrounding communities.
Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...Read More >
In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...Read More >
Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...Read More >
A home is typically the toughest asset to divide when it comes to divorce. There are memories, dreams, and a sense of familiarity tied to it,...Read More >