What happens after your first visit with your financial advisor sets the course for your future investment strategy and goal setting. Here’s what you should expect to happen after that initial discovery meeting.
With tax law changes and your own personal income and investment records, this year could be shaping up to be a lot different than past years. While you gather your information for filing, consider some of the following ways to prepare your tax strategy this spring.
Maybe you’ve got a meeting on the books or you’re getting ready to pick up the phone and make that call to schedule one, but you wonder: what is this meeting going to be like? Read on to learn more about what you should expect from your first meeting with your financial advisor.
Review your financial position and ensure that you get the most out of the new year with this interactive checklist from Jacob Sturgill.
When you look at your investment portfolio, do you know why you own what you own? In a purposefully designed portfolio, each piece of your portfolio should work together.
How do your finances make you feel? When it comes to managing your wealth, it can be complicated to separate your emotions from your investments.
If you are like most people, you probably have a number of financial goals but no real plan to achieve them. A Certified Financial Planner can help.
WESTMINSTER, Md., March 5, 2018 – Aaron Puckett, an LPL Financial-affiliated advisor at Puckett & Sturgill Financial Group, has been recognized again as a leading advisor by LPL Financial. LPL Financial nominated Puckett to the firm’s prestigious Chairman’s Club for 2018, which is awarded to less than 6% of the firm’s 15,000 advisors nationwide and is based on an annual production of all registered advisors supported by LPL.
Deborah Williams, CFP® The future is full of unknowns, wouldn’t you agree? Just think back to the beginning of 2017, had you ever even heard of cryptocurrency? Probably not, and now almost everyone has heard of a Bitcoin. Every day, the Federal Reserve, Congress, and the President are making decisions that can impact our overall economy, the markets, and our financial situations. Just a few months ago, we didn’t know what the new tax law was going to look like, now we do. While we can’t always see what’s on the horizon (which can be either invigorating or scary depending on your outlook) we can all become better prepared to adapt regardless. Here is a look at some of the financial unknowns we face in 2018, some may impact you directly, some may not, and what we can do to prepare better.
Jacob Sturgill, CFP® Most of us have learned how we should take care of our physical health: visit the doctor at least once per year for an annual examination, make every effort to eat healthy, and fit in some daily physical activity. The annual examination serves as a baseline measurement for all future visits, and with it, our physician can more easily determine if our health is improving or declining over time. But what about assessing our financial well-being? Here we take a look at the financial health of Americans and provide some insight into how you can determine your financial baseline for comparison.
