Las Vegas Financial Advisor Beacon Financial Group

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The New Tax Law – How do you handle things now?

With today’s passing of the new tax law I have been asked by several clients if this is generally good or bad with the obvious next question of how will this affect them.

I won’t answer the first question because it will be different for everyone, and you will fall into one of the three scenarios;

An expensive item to miss on your “To Do” list

As clients will attest to, one item I always discuss with them is the need to reevaluate all insurance policies at least annually.  This cannot be made any clearer than with a personal example.

Strong Dollar, Good or Bad?

Getting a Jump on Tax Season

The A, B, C & D of Medicare

 

The A, B, C, & D of Medicare

David Greene is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Beacon Financial Group is not affiliated with USA Financial Securities. David Greene is authorized to transact securities-related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: CA; FL; KY; NV; NY; PA. For investment advisory services these states include: CA; FL; IL; KY; NV; OH; PA; UT. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

David Greene is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Beacon Financial Group is not affiliated with USA Financial Securities.

David Greene is authorized to transact securities-related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: CA; FL; KY; NV; NY; PA. For investment advisory services these states include: CA; FL; IL; KY; NV; OH; PA; UT. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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