In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?
This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack thereof, can literally make or break your family’s fortune.
As the November elections approach, you might want to know what the two front-running presidential candidates’ tax plans for the future are. The following is an overview of their positions, at least what is known now.
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals:
We are still waiting for the dust to settle on what President Trump’s executive orders mean for taxpayers and business owners. There is a lot of talk about legal challenges and how Congress may react, but here is a summary of what we know now.
Temporary Payroll Tax Relief
“You can outsource expertise but never your understanding, especially when it comes to your finances.”
— Ben Carlson, “Don’t Fall For It”
The global coronavirus pandemic has changed every single facet of our world – from the way we work to how we live our day-to-day lives – and we have been forced to quickly adjust.
Unfortunately, there are those out there who seek to take advantage of this turbulent time.
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