Category: financial planning

The Implications of Tax Changes: Start Early!

Tax changes have implications and it’s a good idea to get an early start on tax planning for 2023.  Understanding some of the new rules can help you as you go through the year.  Here are some of the major tax changes for 2023. Beneficial 2023 Tax Items First, there are some beneficial tax items…

Why Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner

CFP stands for Certified Financial Planner. This article explains why you should always choose a Certified Financial Planner to work with. Reprinted by PermissionCopyright © 1998-2001, Certified Financial Planner Board of Standards, Inc. All rights reserved. Choosing a financial planner may be one of the most important decisions you make for yourself and your loved…