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    About Bob Mauterstock

    Coaching families and their financial advisors to learn the skills necessary to live fruitful lives

    34 years ago I started my career in the financial services industry. I set up my first registered investment advisory firm in 1982 (Financial Action Plans,Inc.) and began doing financial planning for my clients.

    Do You Have A Digital Estate Plan?

    I’m sure you are comfortable that your estate plan is up to date. But have you reviewed your digital estate plan? What is a digital estate plan? It’s a plan for the disposition of all your  internet accounts once you are deceased. Experts have estimated that the average adult with access to the internet has more than…

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