Archive for Category: Financial Advice

tax investments financial advisor las vegas

Tax Planning and Your Investments

‘Tax advice’ is left to federally authorized tax practitioners who prepare tax returns and defend clients pursuing relief from federal agencies for their own tax payments or to dispute tax payment errors. Financial advisors don’t provide tax advice, but provide information on the tax consequences of specific investments they...

Read More
Financial Literacy Las Vegas

Financial Literacy in America: We are Failing

“Financial literacy refers to the set of skills and knowledge that allows an individual to make informed and effective decisions through their understanding of finances. Education on the management of personal finances is an essential part of the planning and paying for post-secondary education.”- Webster’s Dictionary. Financial Literacy includes having a basic understanding of how to...

Read More