For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
Brian Bowen has spent three decades watching advisors succeed—and struggle. The pattern he’s noticed? The best don’t try to do everything. They ruthlessly eliminate energy-draining tasks and focus exclusively on what makes them come alive. As Director of Advisor Integration at Dynamic Advisor Solutions, Bowen helps advisors identify their blind spots and build practices around passion, not obligation. Here’s what he’s learned.
Wall Street analysts are now almost universally bullish on Microsoft Corp.