Your Financial Advisor and the TCJA; Notable Tax Changes for Homeowners

Originally published on Paladin Registry on August 21, 2018

A good financial plan takes in many different considerations. Investments, of course, are a top priority, but a good financial advisor should also understand your retirement plans, financial goals (kids’ college funds, care for aging parents, etc.) and tax concerns. Topics that may not be part of a firm’s expertise should be followed up with a true professional. Your advisor may be able to recommend someone.

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