Tax Reform or Simply Slashing Corporate Taxes?

If you’re worried that what you don’t know about this 400+ page tax reform bill may cost you BIG, click here to get my list of specific provisions and interpretations as soon as the final version of the bill is drafted! Senate … Continue reading →

Social Security Benefits to Increase in 2017

Social Security: Good News/Bad News for the Upcoming Year

The Good News: Social Security Benefits to Increase in 2017  The annual cost-of-living adjustment (COLA) can provide an increase in the benefit amount people receive each month. By law, the monthly Social Security and Supplemental Security Income (SSI) federal benefit … Continue reading →

history of stock market recoveries

HISTORY OF STOCK MARKET RECOVERIES AFTER MAJOR WORLD EVENTS

U.S. Market Recovery After Financial Crises: All-Stock Portfolio Stock prices suffer during financial crises, but they typically recover over time. This image illustrates the cumulative returns of an all-stock portfolio after six historical U.S. financial crises. In the short term, … Continue reading →

What type of financial advisor should you hire?

What Type of Financial Advisor Should You Hire?

Now that you know when to consult a financial advisor, let’s review what type of financial advisor you should hire: Thankfully, within the arena of financial planners, how the planner is paid actually serves as a valuable tool in helping you make … Continue reading →