Overview The world of finance today is far too vast and complex for any one advisor to become a “jack of all trades.” That’s why it’s important to build a team of advisors with expertise in different specialties, ranging from insurance coverage for life, health, disability, long-term care and retirement income to investment, tax, college,…
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WHY EVERY TEAM NEEDS A MANAGER
TAX REFORM: WHAT’S ON THE DOCKET
Overview In June of 2016, House Republicans introduced a 35-page tax reform blueprint that called for “a better way” to achieve three important goals: Fuel job creation and deliver opportunity for all Americans Simplify the broken tax code and make it fairer and less burdensome Transform the broken IRS into an agency focused on customer…
BEST-LAID PLANS: WHAT CAN DERAIL RETIREMENT?
Overview We often fall into a trap where we think we have all the bases covered. Take retirement planning, for example. You can plan for the lifestyle you want. You can plan for the income you need. You can even stash away extra funds for unexpected expenses retirees typically encounter. But can you truly plan…