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Tag: banking

Any Bank Can Fail; Why There’s No Need To Panic

I’ve received more emails and calls from clients on the failure of SVB Bank than I did the stock market crash in April of 2020. That tells me there is wide concern today about the stability of the economy and financial markets. When you listen to politicians and...

How Safe Is Your Safe Deposit Box?

Watch this video on YouTube I have routinely recommended that people use a bank safe deposit box to store valuable papers and small assets. These include documents like wills, trust documents, ethical wills, and unrecorded deeds. Valuable assets would include...

ID Theft Insurance? Not Recommended.

Speaking in front of an audience used to be Americans’ greatest fear. According to a Chapman University study done last year, public speaking has dropped to number five. Number one is now walking down a dark alley alone. And the number two fear? Identity theft....

Is Credit Union Tax Exemption an Unfair Advantage?

Watch this video on YouTube South Dakota has no individual or corporate income taxes. I’m quick to point this out to those unfortunate enough not to live in our fair state. Most recently I was reminded of this advantage when I calculated that a California client...