The New Tax Law: Changes & Planning Considerations

As you may know, the Tax Cuts and Jobs Act of 2017 is about to become law.
The attached AALU (a Washington D.C. underwriting organization) report outlines some insights that might impact your tax, investment and estate planning.  You can click here for this report.
For advice regarding your specific situation, please talk to a trusted accountant or CPA.
As always, you can call me if you have any questions.

Riverside Wealth Management Earns 2016 Women’s Choice Award

Riverside Wealth Management has once again earned the prestigious Women’s Choice Award for Financial Advisors. This award, earned from our outstanding commitment to female and family clients, was recently featured in USA Today.

The Women’s Choice Award recognizes advisors who provide the highest quality service to female clients and serves as a testament to our dedication to helping women and loving couples take the worry out of thinking about money and take control of their financial life.

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Key Financial Data 2016

Here is a handy cheat sheet to help remember important numbers for 2016. This reference card can help with your 2016 planning. It’s called the 2016 Key Financial Data card and it provides great information (minimums and maximums, rates and dates) for Social Security, taxes, health savings, Medicare, retirement, college planning and more. Click here for a larger, printable version: Key Financial Data 2016.

As always, you can call me if you have questions or concerns or want more detailed information. I think you’ll find this quick reference is a helpful resource.

 

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In the News

I would like to share this recent article highlighting Riverside Wealth Management, which appears in the July issue of  The Suit.  We are pleased to be included in this online business publication.

I hope you enjoy this magazine, which includes a little piece of Hollywood with a cover story on the colorful and varied career of Bo Dietl. He’s played many roles, including one as himself in the film The Wolf of Wall Street.

If we can help you or someone you care about, please contact me.

 

Our Disciplined Approach Earns Top Grade from Morningstar

Morningstar, a leading provider of investment research, recently issued a new Stewardship Grade for Dimensional Fund Advisors (DFA), one of our primary asset managers.  They received an A, the highest grade awarded.

DFA is one of the top ten largest asset managers in the U.S.   You may not have heard of them because they do not advertise or promote themselves at major golf tournaments, a common mode of visibility in the financial services industry.  One of their main goals for investors is to keep costs low.

DFA funds are not available directly to individual investors except when provided as an investment solution by a select group of independent investment advisors.  Riverside Wealth Management is proud to be qualified by DFA to offer these investments to our clients.
Please let me know if you have any questions.
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