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Tax season may – finally! – be behind us, but taxes are still very much on the minds of our listeners, and my clients at Keen Wealth. President Trump recently unveiled a new tax plan, the consequences of which are still being unpacked and analyzed. And changing taxes is just one part of the broader Trump economic plan that the president and Congress are trying to convert from campaign promises into actual legislation.
The 2016 presidential election was filled with uncertainty, including how a President Trump or a President Clinton would affect the stock market.
Whether you are currently enrolled in Medicare or are planning for it in the future, this episode will provide you with important information you need to be aware of. Medicare’s options and intricacies can be overwhelming if you’re not prepared for them – and like many issues in financial planning – they are a moving target.iTunes Between Now and Success
On today’s show, my good friend Dick Blaisdell joins us to share his experiences of what it has been like during his 16 years of retired life to date.
On today’s show, we offer some timely and helpful advice on things we see the most in our firm during tax season. This episode will be especially helpful if you’re new to the various 1099 forms.
When working with a financial advisor, how do you know whose best interest they are putting first–yours or theirs? If the advisor is required to put your best interests first, then they are operating under what’s called the fiduciary standard. If they are legally able to put their own interests before yours, then they are operating under a less stringent standard called the suitability standard.