Can you spare some change?
Our Team has the tools and abilities to work with you to answer those questions and prepare you for a new direction. What you need to do is email us and we can get the transformation moving along the right track.
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The DOL Fiduciary Rule and You
You may soon hear or have heard about a new DOL’s fiduciary rule and wonder what it means for your IRAs and 401(k) accounts. It’s in the news today with A Wall Street Journal report published overnight says that President Donald Trump will to sign a memorandum to repeal the fiduciary rule.
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I’ve Fallen and I Can’t Get Up
Today is the last Friday in January and the 27th day of 2017.
How did that happen so fast?
It certainly should give us perspective on how fast things can change. If you are still clueless about how quickly time moves just replay the last five minutes of the Dallas Cowboys season and you can see how fast life happens.
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2017 It’s Not a Priority
Are you using the “magical phrase I don’t have time” that gives you permission to be a helpless victim to the all-powerful time that is passing you by?
I have heard that excuse daily in this data-driven 24/7/365 world. We use this excuse to procrastinate and avoid getting things done.
It is a lie that we tell ourselves and others. -
The Grinch has a Present for you
For investors, The Grinch tends to come early every December with the Short and Long Term Capital Gain Distributions only he is not taking away from the Whos, he is delivering taxable income that creates tax bills that come due April 15. Be careful and don’t be surprised if that big present from the Mutual Fund company might be a BIG TAXABLE DISTRIBUTION.
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Now Which Way?
The most popular question that has been in my inbox, my telephone conversations and in nearly every conversation that I have had since November 8, 2016 is………………….
“The Question” – What should you do financially in the wake of the election?
