Tax Reform. Where do we stand?

Day 213 of the Trump administration and still no tax reform. But with the President and his party having a clear majority, the intentions are there. The time between changing tax laws can be confusing for both financial planners and clients who rely on understanding laws for efficient planning. Fortunately, as is true with most… Read More

How to determine if your financial representative is really focused on your best interests.

Superbowl TV ads and NPR sponsors may talk about your hopes and dreams, but ultimately, salespeople focus almost exclusively on getting you to purchase their products.  When it comes to your finances, the situation is the same. Many financial services professionals are paid by your buying their particular insurance and investment products. Your financial situation… Read More