This year, why not resolve to make your finances a priority? With just a few hours of planning, you can start to get your financial house in order. Here is a checklist to get you started:
The Tax Cuts and Jobs Act (TCJA), legislation that has been characterized as the first major reform of the Internal Revenue Code in 31 years, received final approval from the House and the Senate on December 20, 2017 and was signed into law by President Trump on December 22, taking effect on January 1, 2018.
Decoding Financial Advisor Designations
When selecting an advisor, you’ll likely encounter a lot of acronyms and abbreviations that seem to blend together. What do they all mean? What’s the difference, anyway?
According to the Securities and Exchange Commission (SEC), “a financial professional may use various titles whether or not he or she is registered or licensed with a regulatory authority.”¹ It’s important to know that titles like “Wealth manager,” “Financial planner,” and “Financial advisor” are marketing tools rather than professional qualifications.