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How Could Tax Changes Affect Your Financial Plan?

With the passing of the Tax Cuts and Jobs Act on December 20, 2017, President Trump’s campaign promises of sweeping tax reform became a reality. While this bill doesn’t completely deliver on his emphatic vows, it does include a number of changes to the U.S. tax code that will impact both corporations and individuals. But whenever there is a lot of buzz about a financial topic, it can be difficult to cut through the noise and figure out how the changes will impact your personal financial situation. Here’s a rundown of what we can expect.

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What is a Fiduciary and Why Should I Work with One?

In the news, the word “fiduciary” is thrown around a lot in regards to financial advisors and their duties. The concept can seem confusing, as many people assume that all advisors, whether they’re stockbrokers or financial planners, are required to act in their client’s best interest. But that’s not the reality. It’s important to understand the distinction between different types of advisors’ roles and what it means for you and your money.

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Love and Money: Financial Planning Considerations for Couples

Do you enjoy talking about money with your significant other or is it a topic you strive to avoid at all costs? A couples and money survey reveals that 26% of Americans turn a blind eye to the issue of finances in their relationship even though they understand the importance of discussing it. Because of this tension, it’s not surprising that money is the primary reason for arguments between couples, with many couples averaging three fights per month revolving around financial issues. Disagreements about finances are the most common predictors of a future divorce.

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Photos From My Trip To New York

I recently received a once-in-a-lifetime opportunity to participate in the closing bell ceremony at the New York Stock Exchange! It was an incredible rush to be in this thrilling environment and it gave me time to reflect on how exciting the investment world is and how much I love my job. I’m grateful for the opportunity to help my clients make smart money decisions and create opportunities to build, protect and distribute their resources so they can work toward their goals, no matter what the market is doing. I am always inspired by the trusted relationships I have created along the way and my convictions about serving my clients with integrity in the financial planning process.

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How Much Life Insurance Do You Really Need?

When planning for the future, many people neglect to consider life insurance’s role in their financial strategies. In 2017, more than 4 in 10 people didn’t own a life insurance policy in any amount and 40% of those who do said they were under-insured. (1) When it comes to life insurance, most people have a vague idea that they should have it, but very few have a clear picture of what they really need. People frequently ask me, “How much life insurance do I need?” Unfortunately, there isn’t a one-size-fits-all answer. But, there are a few things you can review and answer to help you evaluate your life insurance needs.