Financial Planning

Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late

Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax

The President called the new tax law a “big, beautiful Christmas present” for Americans. Now that we’ve had a little time to unwrap the impact of the new tax

A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable. 
  


In the days before the Internet and

This year, there has been a lot of talk about the Department of Labor (DOL) Fiduciary Rule which was to be initially implemented by the start of 2018, but has

Choosing a financial advisor is one of the most important decisions you’ll ever make. After all, this individual or team will have access to your life’s savings