We continue our discussion of the importance of tax planning. We also examine the benefits and disadvantages of robo-advisors versus personal financial advisors.
Join us to today as we explore the intricate world of taxes. Taxes are most people’s largest expense and yet many people do little to no tax planning. There are many strategies available to reduce taxes, however, many advisors don’t even look at tax returns when making recommendations. Make sure you understand the strategies available to you or ensure that you are working with an advisor who does.
Join us to learn all about how to reduce or eliminate taxes when selling real estate. We cover a broad range of real estate taxation issues for both residential and commercial property.
Today we discuss the different types of financial advisors, how advisors get compensated, and how to select the best financial advisor for you and your situation.
Don’t let your emotions guide your investment decisions. Join us as we discuss how to stay disciplined on your long-term financial goals in the face of fear-based sales tactics.
Join us for an in-depth discussion of Forbes Magazine’s article “10 Things You Absolutely Need to Know About Stocks.”
In our show this week we talk about upcoming changes you will likely be seeing in your 401(k) and other retirement plans and the reasons behind it. We take another look at what it means to be a fiduciary. We also stress how important it is to be well informed to protect yourself and your financial future.