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