GOP tax reform: Top year-end tips for taxpayers

CREDIT: foxbusiness.com While the GOP works on passing its finalized tax reform bill, a myriad of changes in the new legislation have raised concerns among taxpayers who are trying to plan ahead for 2018. Now that Republicans have ironed out the final details and are...

Ready To Talk End-Of-Life With Clients?

CREDIT: investors.com Ready To Talk End-Of-Life With Clients? www.investors.com/news/management/financial-advisor-briefing/ready-to-talk-end-of-life-with-clients/ MOREY STETTNER Advisors gain expertise in many areas. But one of their toughest challenges is almost...

Five Financially Smart Moves With A Tax Refund

CREDIT: investors.com Five Financially Smart Moves With A Tax Refund PAUL KATZEFF11/22/2017 As tax preparation season approaches, it makes financial sense to ask yourself what’s the best way to use any federal tax refund you may have coming. Or, do you even want...

Watch out where you get help with buying a house

CREDIT: cnbc.com Watch out where you get help with buying a house www.cnbc.com /2017/10/20/watch-out-where-you-get-help-with-buying-a-house.html Carla Fried Your Money, Your Future Nearly 1 in 4 mortgages had a nonspouse, co-borrower in the second quarter. Having a...
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