The New 20% Pass-Through Tax Deduction: An Advisor’s Guide
The “Tax Cuts and Jobs Act,” a 1,097-page bill, should provide a boost to the U.S. economy and bring relief to many taxpayers. However, not everyone will benefit. In this post, I will highlight a few of the changes and discuss its potential impact.
We value financial education and understanding at The ROI Group. We want you to know how to save and grow your money. Each week, we share financial information, tips, and news to help individuals, families, and business owners reach their goals. Below is a list of articles we shared on social media and with our clients […]
DISCLAIMER: This post is not endorsing any candidate for the office of the President of the United States of America. Sorry, no juicy antagonism here. We know, that’s pretty boring. But with all the mudslinging this election season we’ve decided to try to dig into some actual facts for our friends, partners, blog readers, and fellow […]
When we first meet with individuals and families about their finances, we typically sense apprehension and nervousness. Many times people have met with financial planners who have sounded like used car salesmen trying to recommend insurance policies right away. In some cases, people are looking to replace financial advisors who just haven’t performed well or who […]