Key Financial Data 2019 & 2020
Here is some key financial data for 2019 and 2020. You can find tax bracket information, retirement contribution limits, and so much more.
The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
Six Signs Your Elderly Parents May Need Help With Their Finances
As our parents age, it’s natural to worry and wonder about their health. But looking early on for financial troubles as well could save you and your family from hassle and headaches later down the line.
Not Itemizing Deductions for Your Charitable Gift Anymore? Retirees May Have a Valuable Workaround: Qualified Charitable Distributions
The Tax Cuts and Jobs Act that went into effect in 2017 materially raised the standard deduction. This increase has sharply cut into the number of filers who will itemize their tax deductions. However, if you’re a retiree over age 70½, you have a potential workaround that preserves the tax benefits of giving, even if you don’t itemize!
Financial Advisors Strive for a Higher Standard When Recommending Life Insurance
CNBC interviewed Scott Van Den Berg on how financial advisors can strive for a higher standard when recommending life insurance.
Scott Van Den Berg Speaks With Pam Krueger at The Advisor Thought Leader Summit
Scott talks about who he is and how being a truly independent advisor makes a difference.