We've had a lot of great questions regarding the new tax law. MassMutual shared a summary with us that we think you might find helpful. In this summary, you will see the old tax law, the new one, and what impacts that may have.
Sometimes the biggest challenge in starting something new, is that you just don’t even know where to begin. We want you to know that we are a resource center for you, not just for your finances, but for many of life’s demands.
Just like so many people vow to commit to exercise and dieting as a New Year’s resolution, it’s also not a bad idea to take stock of your financial situation and throw in some fiscal goals. Taking a good look into your overall savings plan, wasteful spending and debt can help you get your financial health in tip top shape and increase your prosperity.
Balanced Financial Concepts Year-End Letter
As we look back on the year, THANK YOU for making 2017 a successful year for Balanced Financial Concepts. Your continued trust drives us to evolve our business to serve you.
With increasing news and noise about the up-and-coming marijuana industry, we’ve started to receive more questions about the potential for investing in what looks to be a growth industry. Even though there could be positive potential, it’s important to remember that not all companies have what it takes to survive, and more importantly, that not all stocks are legit.
In recent news, you may have heard about the Department of Labor’s new fiduciary rules that require advisors to act in the best interest of their clients. While this primarily applies to retirement accounts, many advisors already adhere to fiduciary standards, but there are key differences that clients should know when working with anyone claiming to be a financial advisor.
Tax season is officially over!
If you got a refund, the government just gave you your own money back.
If you owed a balance, you got to live on the government interest-free last year.
In this age of technology, the world we live in is getting “smarter." We have smart phones, smart cars, smart watches, and smart homes. And each year, the things around us seem to get smarter as they learn about us: our likes and dislikes, the things we watch and read, the temperature at which we’re most comfortable in our homes, and the things we buy.