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Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor
Bracketology for Your Broker: 4 Ways to know if You have a Final Four Advisor Thu, Mar 14, 2019 Unlike the NCAA, today’s investors do not have access to a single, systematic method or model for selecting an advisor and whittling a field of thousands down to the final four, and ultimately, the advisor team that best meets your needs. Read More

What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith
What Is NAPFA (National Association of Personal Financial Advisors)? by Liz Smith Wed, Jan 16, 2019 .......The point of being a NAPFA-registered financial advisor is to guarantee holistic services on a fee-only basis. This eliminates the incentive to sell products for high commissions, ensuring unbiased advice. NAPFA advisors dedicate themselves to... Read More

10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger
10 Smart Steps to Minimize Taxes and Penalties on Your RMDs by By Kimberly Lankford, Contributing Editor at Kiplinger Thu, Dec 27, 2018 After you turn age 70½, you need to start taking required minimum distributions from your IRAs and 401(k)s every year. But the calculations and rules can be complicated, and you’ll be hit with a penalty if you make mistakes. Here are 10 smart RMD ... Read More

Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool
Your Complete Guide to the 2018 Tax Changes as seen in the Motley Fool Fri, Dec 14, 2018 President Trump recently signed the tax reform bill into law, and it makes major revisions to the U.S. tax code for both individuals and corporations. In fact, the bill represents the most significant tax changes in the United States in more than 30 ... Read More

How dealing with a fee-only advisor is good for the client (as seen in ecnomics times) Wed, May 30, 2018 Remember that a person selling a product can never be a true advisor, as their interest lies in selling their product and meeting their targets. So, who should someone seeking advice turn to? The best bet for the investor would be a fee-only adviso... Read More

Five Ways To Avoid Financial Adviser Fraud by John Wasik Tue, May 29, 2018 “Investors must insist their advisers put in writing they will do certain things that the best advisers today already do," said Knut Rostad, executive director of the Institute. "The Investor Bill of Rights will help them.” You're entitled to be t... Read More

RMD Strategies for Your Retirement Accounts by Bob Carlson in Forbes
RMD Strategies for Your Retirement Accounts by Bob Carlson in Forbes Mon, Mar 19, 2018 ........It’s almost April 1. That means it's required minimum distribution (RMD) time for senior Americans. Those who turned 70½ last year face the deadline for taking the first RMDs from their qualified retirement plans. Their older cohorts should b... Read More

IRS Warns About Tax Scams During Tax Season
IRS Warns About Tax Scams During Tax Season Fri, Feb 23, 2018 On February 1, 2018, the Internal Revenue Service issued a warning to taxpayers to watch out for fake emails or websites impersonating the IRS and trying to steal your personal information as well as aggressive phone scammers demanding immediate paym... Read More

Trump's Tax Plan and How It Affects You (by Kimberly Amadeo)
Trump's Tax Plan and How It Affects You (by Kimberly Amadeo) Fri, Feb 16, 2018 On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act. It cuts the corporate tax rate from 35 percent to 21 percent beginning in 2018. The top individual tax rate will drop to 37 percent. It cuts income tax rates, doubles the standar... Read More

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