1 fiduciary

   noun               fi·du·cia·ry             \fə-ˈdü-shə-rē, -ˈdyü-, -shē-ˌer-ē\

  1. one often in a position of authority who obligates himself or herself to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation.

Taxes

Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Are Advisory Fees Tax Deductible?

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”

Whole Life Insurance as a Tax Diversification Strategy

For many people, life insurance forms the security foundation of their financial plan. While most financial planners recommend that life insurance be purchased for its protection, and not as a primary savings vehicle, few would argue that cash value life insurance doesn’t have some fairly unique and attractive savings features.

Syndicate content

All written content on this site is for information purposes only. 
Opinions expressed herein are solely those of Bob Stowe, Principal, Stowe Financial Planning, LLC, and his editorial staff. 
Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
All information and ideas should be discussed in detail with your individual advisor prior to implementation. 
Fee-only financial planning and investment advisory services are offered through Stowe Financial Planning, LLC, 
a registered investment advisory firm in the states of Texas. 
The presence of this web site on the Internet shall in no direct or indirect way be construed or 
interpreted as a solicitation to sell or offer to sell investment advisory services 
to any residents of any state other than the state of Texas. 
We are legally empowered to provide investment advisory services only to residents of Texas.
Copyright Notice All rights reserved. 
All material contained herein is copyright protected and may not be reproduced
 in any manner without the express written permission of the copyright owner. 
1 Source: http://www.merriam-webster.com/dictionary/fiduciary

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved