In the News
What to Bring to Your First Financial Advisor Meeting
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.
NAPATed Godbout
March 19, 2025