Resource Center
Resource Center

May 2021 Blog Archive

How to choose a financial advisor: 6 tips for finding the right one
How to choose a financial advisor: 6 tips for finding the right one Fri, May 21, 2021 “Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More
By James Royal at bankrate.com

Some couples may face a ‘marriage penalty’ under Biden’s tax plan
Some couples may face a ‘marriage penalty’ under Biden’s tax plan Tue, May 04, 2021 *President Joe Biden is proposing higher taxes on the top 1% to help pay for the $1.8 trillion American Families Plan. *But the “marriage penalty” may hit couples earning more than $500,000. *Financial experts say tax planning strategies may l... Read More
By Kate Dore at CNBC

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