Editor’s Note: If you want to share this information with clients, you can head to Marketplace One to get your free client-facing PDF.
When it comes to finances and retirement planning, there are plenty of missteps to be had. But by urging clients to follow these pieces of retirement planning advice from current retirees, you can give them a good shot at a comfortable and happy retirement.
Since his first book, The Power of Zero, was published in 2014, David McKnight and his team have been diligently guiding financial professionals and their clients towards the zero percent tax bracket.…
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law. This $2.2 trillion stimulus package is one of the most significant bills ever passed…