The term “Financial Planning” is tossed about in the financial services industry as if it's a byproduct of something else. This poses the question: “What is Financial Planning?” Explaining the process of Financial Planning might best be said by … [Read more...]
In our Tax Planning category you'll find topics covering Income Taxes, Capital Gains Taxes, Tax Deferred Investments, Tax Exempt Investments, Deductions, Business Activities, Alternative Minimum Tax (AMT), Corporate Taxes, Estate Taxes, Trust Taxes, and much more.
Taxes effect just about every part of our personal and business life. Tax planning strategies made in one area while ignored in another can wreak havoc to your financial plan. Learn to recognize how taxes impact all of your financial decisions today and in the future.
Our current tax law is overwhelming and growing daily. Spend some time becoming familiar with these topics. You'll be better prepared to make financial planning decisions for yourself and be better equipped to ask the right questions when talking with professional tax planners.
When it comes to understanding annuities, complexity is not the only issue, it’s just downright confusing. As a consumer, more than one challenge is before you. Not only is it difficult to make heads or tails of what you’re buying, but sifting … [Read more...]
Why it is important to know if you are working with a fiduciary… There's a big difference between the term “Registered Representative” and “Registered Investment Advisor.” Most are unaware of these differences. Registered Representative work for … [Read more...]