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STA In The News
After 11th-hour Tax Reforms, Advisors Worked to Calm Clients

The $1.5 trillion tax bill, signed into law with only eight days left in 2017, sent many taxpayers into a panic to optimize their 2018 tax liabilities as quickly as possible. Financial advisors had to move just as quickly to prevent their clients from making costly mistakes.

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Got Cash? Here is what to do with it now

If you work at it, you can find money market funds yielding 1.5 percent and two-year certificates of deposits (CDs) or U.S. Treasury bonds yielding more than 2 percent.

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20 Facts to Help You Maximize Your Retirement

The year 2018 started with a broad new tax law. It is a lesser known fact that 2018 is also the 20th anniversary of the Roth IRA. Although 1998 seems like a long time ago, I started my first personal Roth IRA that year.

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Think Advisor
Should You Plan on Your Clients Living to 100?

As every advisor knows, life expectancy is a key component of any long-term financial plan, but what age should advisors be planning for?

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How to Game Next Year’s Taxes Now

The federal tax overhaul put in place by Republicans has produced an unusual show of bipartisanship now that tax season is here: We are a nation united in befuddlement.

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IHeartMedia, KTRH
Tax Reform is Showing Up in Worker’s Paychecks

It has been a month since Congress passed and the president signed a comprehensive tax reform package. It’s already having an impact. Apple Announced last week the company will repatriate $30 Billion that was being held in accounts overseas. Many analysts say businesses can expecta  7-8% increase in per-share profits.

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