Your Richest Life

FEBRUARY 27, 2023

(You can use your modified AGI from the year you purchase the vehicle or the year before, whichever is less;) You must purchase the vehicle new; The vehicle must be made by a qualified manufacturer; The vehicle’s suggested retail price (MSRP) cannot exceed $80,000 for vans, sport utility vehicles and pickup trucks, or $55,000 for other vehicles.

Taxes

Your Richest Life

FEBRUARY 27, 2024

(You can use your modified AGI from the year you purchase the vehicle or the year before, whichever is less;) You must purchase the vehicle new; The vehicle must be made by a qualified manufacturer; The vehicle’s suggested retail price (MSRP) cannot exceed $80,000 for vans, sport utility vehicles and pickup trucks, or $55,000 for other vehicles.

Taxes

Inside Information

JANUARY 31, 2022

I was not surprised to see, in the NASAA survey, that 41% of brokerage and independent BD firms (firms, in other words, that pay commissions to their reps) recommended private securities, compared with practically zero for fee-only advisory firms. There is only one more clear priority on this list: in-house products.

Commission

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. With annuities now being able to be offered in 401k plans, the playing field has changed.

Insurance