The alternative minimum tax credit (AMT Tax credit) is a non-refundable tax credit available to taxpayers every calendar year. The AMT Tax credit is intended to reduce the overall tax burden for taxpayers with high incomes, who would otherwise be required to pay the alternative minimum tax (AMT). The AMT is a federal tax that […]
Fiduciary
A Story About The Damage a Commissioned Advisor Can Do
A Story About The Damage a Commissioned Advisor Can Do
A Story About The Damage a Commissioned Advisor Can Do In this story, I’ll be talking about the damage a commissioned advisor can do. This is something that I’ve experienced firsthand through helping my clients and it really opened my eyes to how many advisors within the industry work. A client of mine was working […]
The Top 10 Most Important Things to Know About Financial Advisors in Denver
The Top 10 Most Important Things to Know About Financial Advisors in Denver
Working with a financial advisor can be a great way to get your finances in order. But how do you know if an advisor is right for you? This article will help you understand the most important things to look for in a financial advisor so that you can make the best decision for your […]
3 Reasons Why Edward Jones Is The Worst Company In The Financial Sector
3 Reasons Why Edward Jones Is The Worst Company In The Financial Sector
Investors have long trusted Edward Jones to manage their money. But behind the scenes, the company is rife with mismanagement, poor customer service, insanely high fees, and a toxic sales-first/clients-second environment. In this article, you’ll learn why Edward Jones is among the worst companies in the financial sector and why you should avoid doing business […]