10 Smart Planning Moves to Consider as Tax Reform Looms
It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various items you may want to consider as you get set to enter 2018. Many of the IRS publications referenced below are for tax year 2016. Changes are not anticipated when […]
Read ArticleLooking Back and Leaping Ahead
The End of the Financial Year As we head into the final lap of 2017, it’s been a banner year for stocks not just in the U.S., but around the world. Investors have been focused on the upbeat fundamentals — corporate profit growth sparked by economic gains at home and abroad. The U.S. economy grew […]
Read Article6 Ways to a Happier Retirement
Picture this — it’s Friday afternoon, your work is done and you have the weekend ahead of you. But what makes this weekend different than any other weekend is that you have a two-week vacation following it. You wish your colleagues well, they express similar thoughts and you head toward freedom. Of course, you’re excited! […]
Read ArticleWhat is a CERTIFIED FINANCIAL PLANNER™ Professional?
What is a CERTIFIED FINANCIAL PLANNER™ professional? The CERTIFIED FINANCIAL PLANNER™ professional certification is the only financial planning certification that requires financial planners to put the needs of their clients ahead of their own. Financial planners who earn the CFP® certification meet rigorous standards of professionalism and ethics, and are required to uphold the values […]
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