Archive for December 2016
Proposed Taxes in 2017
Proposed Taxes in 2017 One of the biggest financial implications of the 2016 election outcome could be the potential effect on tax legislation. 2017 could be the first year of major tax reform in quite some time. It remains to be seen if any of the potential changes being discussed have a chance to be implemented; however,…
Read MoreBen Rickey obtained the CPWA
Benjamin J. Rickey, CIMA, CFP recently obtained the Certified Private Wealth Advisor designation, which is the only advanced designation designed for financial advisors who work with high-net-worth clients on the life cycle of wealth. The CPWA marks identify those individuals who have met the experience requirements and have successfully completed coursework in advanced wealth management strategies…
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