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The Tax Cuts and Jobs Act: What You Need to Know (Part 2)

Granted, the tax bill and the media will continue to focus great attention on tax brackets and whether they are lower or higher for middle-class America. However, ultimately what is important is determining your new taxable income, since it is your … 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 →

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 →

WHEN TO CONSULT A FEE-ONLY CERTIFIED FINANCIAL PLANNER™

When people don’t know what they don’t know, it may well feel difficult to discern when to consult a CERTIFIED FINANCIAL PLANNER™. Typically folks approach a challenge thinking there may only be 2 options…so they choose one option that appears … Continue reading →