Monthly Archives: November 2017

Does Someone You Know Need a Financial Second Opinion?

You don’t have to be neck-deep in the financial field to know that the markets have been at all- time-high levels recently. Did you know that since the November 2016 election, we’ve had over 50 record-high market closes? Many investors … Continue reading

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Host Of The Savvy Investor Show, Michael Canet JD LLM, Talks About The Republican Tax Reform Plan

Michael Canet JD LLM, is a financial planner, estate planning attorney and host of The Savvy Investor TV and Radio Show, where he and Savvy Investor guests help listeners create, grow, and preserve their wealth. In this article, Canet discusses The … Continue reading

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The Republican Tax Reform Plan

What is in it? What could its changes mean for you, if they become law? Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan for sweeping tax reforms. Negotiations may … Continue reading

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When Should You Take Your RMDs?

Retirement gives you plenty of choices. You can decide when to claim your Social Security, what Medicare coverage to buy, whether you want to travel or stay put, work part-time or relax. One aspect of retirement finances many people think … Continue reading

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Millennials, Do Not Imitate Your Parents

They invested heavily in what was “hot” and got burned.    A new generation of investors is coming to the forefront: your generation. Millennials have witnessed a fantastic bull market, one of the longest on record. Any given week, scary … Continue reading

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