Skip to main content
In the News

What to Bring to Your First Financial Advisor Meeting

By Lilly Riddle March 19, 2025 CitywireRIA

A CFP Board survey highlights significant risks to clients' retirement planning if the Tax Cuts and Jobs Act (TCJA) is not extended by year-end. To prepare for potential tax changes, CFP® professionals are advising strategies such as Roth conversions, increasing retirement plan contributions and utilizing tax-loss harvesting.

Read more at NAPA

NAPA
Ted Godbout
March 19, 2025