The financial headlines in recent weeks have been dominated by efforts in Washington to pass a major tax reform bill. But the uncertainty created by the possibility of tax reform need not keep you from implementing year-end tax and other financial strategies...
While most Americans are keeping an eye on the proposed Republican-led tax reform to determine if they will personally be in the winner’s or loser’s circle when it all shakes out, some savvy investors are looking at the bigger picture. Outside of the changes...
Andrew Wagner is a Senior Financial Advisor with Personal Capital,…where he focuses on comprehensive financial planning. Before joining Personal Capital, Andrew worked with a financial planning firm specializing in a holistic approach to clients' finances while completing an Executive Financial Planning Program through Ohio State’s Fisher College of Business. Andrew is a CFP® professional.
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