New Ethical Standards Are Now in Effect!
By Thomas D. GiachettiAre you ready for the new rules laid down by the CFP Board? Here's a primer on what to do.
January 08, 2020
Secure Act Forcing Shift in IRA PlanningClients should be made aware of the changes so that they can modify both their savings and withdrawal strategies.
December 18, 2019
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-EndThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
December 17, 2019
The Mega Backdoor Roth IRA and Other Ways to Maximize a 401(k)Many 401(k) plans allow after-tax contributions, creating financial planning opportunities that are often overlooked.
December 04, 2019
Skip the Cash Gift, Try a Kiddie Roth IRA for the HolidaysAn often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
November 26, 2019
Are Fixed Indexed Annuities Trending Again for 2020?With the demise of the old Labor fiduciary rule and other rules, fixed indexed annuities might be making a comeback.
November 25, 2019
Year-End Tax Opportunities to LeverageIt's time to consider Roth conversions and harvest some losses and gains.
November 25, 2019
SRI: How Advisors Can Bridge Idea and PracticeJust as index investing stumped advisors in the mid-1970s, sustainable investing may take time to catch on.