How to Find the Right Financial Adviser
If you’re looking for an adviser, here’s what you need to know about assessing their fees and finding the right financial advisor whose services fit your needs.
Tag: Estate Planning
26 Ways the New Tax Law Will Affect Your Wallet (as seen in Kiplinger)
Do the pros and cons found in the 500-plus pages of legislative language add up to good news or bad news for your family's bottom line? …. Here's a look at key provisions of the new law that could affect everything from your family to your investments to your retirement planning…..
What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect
……..It also means heightened enforcement around conflicts of interest through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of their own when making recommendations. That is a good development for individual investors and will accelerate the trend toward fee-only or fee-based financial advice……..
Elimination of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says
President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today…….
Year-End Financial Checklist to Prevent Tax Penalties and Missed Planning Opportunities
Several significant tax and savings deadlines are fast approaching. Before you flip your calendar to December, consider making some of these smart money moves.