by Richard London CFP | Sep 4, 2018 | Financial Planning
For families who previously used itemized deductions for charitable giving when filing their taxes, The Tax Cuts and Jobs Act (TCJA) will remove this benefit, resulting in default to the standard deduction for their 2018 filing. This effects a household choosing to...
by Richard London CFP | Aug 28, 2018 | Financial Planning
Planning is valuable for many reasons and helps to ‘normalize’ things when you find yourself in the middle of an unexpected life event. A death, a critical illness, job loss, new family member, an inheritance, divorce, or a catastrophic event that can cause a major...
by Richard London CFP | Aug 14, 2018 | Financial Planning
One thing that has plagued the financial services industry is ‘trust’ of the industry. Unfortunately, there are many reasons that some people have developed a distrust of financial companies and the individuals that work for them. It may be due to the media,...
by Richard London CFP | Aug 6, 2018 | Financial Planning, Retirement
Money and technology are so closely related that if a financial advisor isn’t employing the latest technology, how will it equate to risk for you and your money? When it comes to managing your money, you expect your financial advisor to have the best technology...
by Richard London CFP | Jul 26, 2018 | Finance Business, Financial Planning, Retirement
On May 24th, 2018 President Trump signed The New Senior Safe Act into federal law, encouraging financial professionals to report senior financial abuse. Since financial advisors and bank employees are usually the first to witness clients making money withdraws that...
by Richard London CFP | Jul 3, 2018 | Financial Planning
Many investors evaluate not only their portfolio performance but also their relationship with their financial advisor from time to time. Many times people base their evaluation of their advisor on their portfolio performance, but there are other components to...
