When selecting a financial advisor to work with, it is important that your advisor is someone that you can trust. Building and maintaining the relationship with your trusted advisor can be extremely valuable. If you currently work with an advisor, make certain they are fiduciary licensed. As a fiduciary advisor, they have an obligatory duty [...]
One of the biggest falsehoods about retirement is that it’s a time when you have no further obligations. While it’s true that you may not have to go to work, you still have some serious responsibilities that can’t be ignored. One of those obligations that sometimes catches retirees by surprise is the Required Minimum Distributions, [...]
If you were lucky, you had a mentor early in your career. A role model may have been someone to look up to, but a mentor invested his or her time and knowledge in your development. A mentor is someone who has traveled the path before you and offers guidance on similar types of situations [...]
As if Basis Tax Law weren’t confusing enough, now I’m talking tax flavors? This may seem basic, but many people still struggle with understanding the basic definitions of tax ramifications. The four flavors of tax: A tax deduction is not a tax credit.This is the most common misconception I hear. For instance, how many times [...]
