What Makes for a “Good” Financial Advisor?
View Joseph’s recent article, Financial Advisors: The Good, The Bad, And The Ugly, on Forbes. In it, Joseph discusses what makes for a good financial advisor.
How the New 2018 Tax Code Affects You
The new tax law, commonly called the “Tax Cuts and Jobs Act,” is the biggest federal tax law change in over 30 years. This SPECIAL EDITION Preview of the 2018 Tax Act is a quick recap of the most common question asked of tax professionals:
- What is this new tax law going to mean for me?
- How are business meals and entertainment deductions affected?
- How much can I deduct for a “luxury” car?
- Are itemized personal deductions affected?
Be informed, and take control of your taxes under the new rules!
Joseph featured in Annuity123
Who does your financial advisor work for? An article in a recent blog post published by Annuity123, Joseph discusses the fiduciary duty of an advisor, the “suitability standard”, and what all this means to you, the client.