Feb 22, 2019
As we enter tax season, everyone has taxes on the brain. Joel revisits President Trump's tax plan and examines how it's affecting clients in its first year. We'll also feature a discussion on some of the questions you should be asking yourself and your advisor as you plan for retirement.
Feb 15, 2019
Retirement planning contains many uncertainties. While these variables are tricky to navigate, you should be able to identify them and plan accordingly.
2:09 – Knowing The Unknowns.
Feb 8, 2019
Join us for a jaunt to Washington. We'll hear from CNBC tax expert Andy Friedman as he discusses how the goings-on in Washington could affect the financial services industry.
00:40 – How Will Washington Affect Your Finances?
Feb 1, 2019
Marriage is hard work, and it's important to be a unified couple. However, you probably don't agree on everything. Joel identifies the top financial spousal disagreements he sees among clients.
00:44 – Joel Defines The Term "Fiduciary."