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Robert K. Altshuler, JD CLU CHFC
Partner, Chief Operating Officer, PlanningCore Wealth Advisors LLC

Robert Altshuler, JD CLU CHFC, founder of PlanningCore Wealth Advisors, LLC, provides investment and estate strategies to entrepreneurs, executives and affluent families in Phoenix, Arizona.

The Case for Closed-End Funds
investing

The Case for Closed-End Funds

The "orphan children" of the fund management industry, some CEFs are worth considering in a diversified portfolio.
February 6, 2018
Why Estate Planning Demands Openness, Clarity and Focus
retirement

Why Estate Planning Demands Openness, Clarity and Focus

Prior planning and communication with loved ones can protect value and lessen disputes among heirs.
September 16, 2016
A Better Way to Leave Behind Your IRA
taxes

A Better Way to Leave Behind Your IRA

Consider naming a trust as your beneficiary, but watch out for tax issues and RMD complications.
July 18, 2016
A Financial Planner's Playbook for NFL Draft's Rookie Millionaires
investing

A Financial Planner's Playbook for NFL Draft's Rookie Millionaires

Pro football players make a lot of money that has to last a lifetime. Here's what I'd tell them about sudden wealth.
May 6, 2016
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How Rock Climbing Made Me A Better Financial Adviser
investing

How Rock Climbing Made Me A Better Financial Adviser

I wanted to conquer my fear of heights. But I learned so much more.
April 11, 2016
Take the Emotion Out of Your Financial Decision-Making
investing

Take the Emotion Out of Your Financial Decision-Making

Do turbulent markets have you on edge? Here’s a checklist to help you harness the process of sound financial planning.
January 15, 2016