Category: Financial

What Should You Look for in an Annual Financial Review?

Given the complexities of the investment world, you might consider working with a financial professional to help you move toward your goals, such as a comfortable retirement. You’ll want to establish good communication with whomever you choose, and you should meet in person at least once a year to discuss your situation.

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Impact of Tax Reform on Estate Planning

by: Julie Ickes, J.D., LL.M. ~ Jackson Law Group How did tax reform affect estate planning? The tax reform enacted on December 22, 2017 increased the federal estate and gift tax exclusion from $5.49 million in 2017 to slightly...

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When Do You Need a Financial Advisor?

Information provided by Edward Jones If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks, you wouldn’t need the services of a financial advisor. But life isn’t that...

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When do you need a
 financial advisor

If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks, you wouldn’t need the services of a financial advisor. But life isn’t that simple – and so, at some point, you...

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