Remove 2017 Remove Fiduciary Duty Remove Retirement Planning
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Tax and Financial Planning Ideas For 2023

Park Place Financial

The standard deduction was significantly increased under the Tax Cut and Jobs Act of 2017 and was also indexed for inflation, setting a precedent for future years. Park Place Financial adheres to its fiduciary duty to put clients’ needs above our interests. Tax Deductions . September 8, 2022. |. 0 Comments. March 16, 2022. |.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3 Lee holds a Ph.D.

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How to CRACK the secret costs in an insurance illustration

Sara Grillo

2017, Nov 15). SARA GRILLO: You’re not a fiduciary if you don’t know what your client’s life insurance is costing them, not the premium folks, but the actual cost of the insurance policy, that’s what advisors think that they grasp. [link] National Association of Insurance Commissioners. The Impact of AG49.