Question: ‘My elderly neighbor doesn’t have family nearby and I’m concerned for his well-being. How can I make sure he is looked after?’ Answer: A professional fiduciary, licensed by the Professional Fiduciaries Bureau (PFB), can be hired by independent, productive people who anticipate a future need in making sound financial,…
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Fiduciaries
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For fans of the Marvel Cinematic Universe, today is a banner day: it’s the day when the long-awaited Avengers: Infinity War, makes its debut in theaters across the U.S. And, just like in all of the previous Marvel films, legendary comic creator Stan Lee will make a cameo in the movie—something…
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Consumer Connection Magazine
Get it While it’s Hot: Check out the Summer Issue of Consumer Connection
Summer’s not over yet. There’s still time to take a road trip to one of California’s many state parks. From beaches and deserts to redwood forests and mountain summits, California parks offer a variety of amazing and beautiful sites to explore. The Consumer Connection article “Time for a Road Trip!” details…
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The importance of finding the right Professional Fiduciary was brought to light with the unfortunate, cautionary case of a Bay Area fiduciary whose license was recently revoked after dozens of clients were bilked of more than $16 million. Christine Backhouse was stripped of her State license after a yearlong investigation…