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Borkus Journal
Who Needs an Estate Plan?
If you’re reading this, you need an estate plan. Why? [...]
How to Minimize the (Voluntary) Federal Estate Tax with Portability
Surprising to most people, the federal estate tax is a[...]
The Three-Year Review and The Three-Year Plan
Review your life’s circumstances from three years ago. Think about[...]
Learning from your Mistakes Can Become Your Teaching Moment
Everyone makes financial mistakes. The key is to learn from[...]
Three Social Security Traps
What you don’t know about Social Security benefits can hurt[...]
Five Tips to Remove Financial Hassle from Your Life
Everyone faces hassles in life. We can’t escape them completely,[...]
