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...

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. View...