There are many designations for a financial expert, including financial planner, Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified Public Accountant (CPA), accountant, and Certified Divorce Financial Analyst® (CDFA). The role of the financial planner, …
Q4 To-Do List: Close 2018 successfully
The last quarter of the year brings with it a healthy number of to-do items and financial considerations. This year, the list is unusually long due in part to the Tax Cuts and Jobs Act of 2017 (TCJA). By working on this list now, you’ll be able to make the decisions or adjustments needed to close …
Back to School: What You Should Know About Tax Breaks for Education
With approximately 19.9 million students expected to attend American colleges and universities in the fall of 2018[1], parents must be thinking about how tuition costs are going to be met. While the largest source of funding comes from loans via financial aid, tax breaks also play a significant …
