Tax Planning Archives

Estate Planning Financial Literacy & Fundamentals Retirement Planning Tax Planning

What Constitutes the Art of Practicing Financial Planning?
- Matthew A. McGrath
The below chapter is from “The Art of Practicing and the Art of Communication in Financial Planning” (Click here to purchase the book.) Why would one use the word “art” when describing the practice of financial planning? The most highly qualified planners have gone through rigorous education and testing in order to acquire licenses and certifications. They…
Financial Literacy & Fundamentals Retirement Planning Tax Planning

Congress moves to make changes to US retirement system – 3/1/16
- David Garcia
Having made substantial changes to the US tax code at the end of 2017, Congress took a step closer to changing the US retirement system a few weeks ago. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act on May 23 by a large bipartisan margin of 417-3. The bill…

Topic: