Financial Planning
Four Advisors
The title “financial advisor” is under scrutiny. It’s a confusing blanket term that does little to explain the intricacies of the industry, and regulators are trying to help consumers differentiate between the various business models and standards in financial services. Here are a few titles and a brief explanation of what they do, to help…
How Tax Reform May Impact You
Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner John Moore and I were in Washington, D.C. this week attending meetings with one of our favorite professional associations, Kingdom Advisors. One of the highlights was a legislative update with members of the executive branch staff. The timing was remarkable, as the legislative update occurred just hours after the…
Tax Incentives Are Not a Sin | Part Three
Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Part 3 of a 3 Part Series With this Insights, we conclude our reflection on tax season along our theme, Tax Incentives Are Not A Sin. In part one of this three-part series on tax reduction strategies, we explored ways you can save taxes by…
Tax Incentives Are Not A Sin | Part Two
Published on Monday, June 26, 2017 Written By Brian Cochran, CFP®, Certified Kingdom Advisor® Financial Planner Part 2 in a 3 Part Series Our reflection on tax season continues along our theme, Tax Incentives Are Not A Sin. In part one of our three-part series on tax reduction strategies, we explored ways you can save…