The 2018 tax preparation season is upon us, meaning that it is also time to review the new tax laws and start developing tax strategies for taking advantage of them in 2019. Below are eight ideas that can be implemented immediately to help increase tax savings next year.
In many cases, [...]
The 4% rule and its corollaries help ensure that your money will last through a 30-year retirement. The bucket system is extra insurance to help make sure you have enough until you kick the bucket. Read Full Article
Be Fiduciary Event
August 23-24, Chicago
 The DOL Rule may be dead – but the best interest standard is here to stay
WHAT:
Be Fiduciary is a 2-day event designed to teach financial professionals the best practices and turnkey processes needed to Be Fiduciary. With the fiduciary standard here to [...]
Author of The Bucket Plan, Jason L Smith illustrates how severely negative returns at the beginning or at the very end of a 10-year horizon impacts investors. Read Full Article
C2P Advisory Group, a fiduciary-friendly insurance marketing organization (IMO), announced today that Bill Richardson has been named Senior Vice President of Business Development for the IMO, as well as its sister company, Prosperity Capital Advisors, an SEC registered investment adviser. Read Full Article
Check out Clarity 2 Prosperity Executive Vice President Dave Alison on 3 helpful rules for investors as the Dow goes up. Read Full Article