Tax Planning in 2025: Five Key Topics to Discuss With Your Clients Now

Published on January 15, 2025

The calendar page has turned, and that means we have the opportunity to get 2025 off to a good start.

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Investor Resolutions For 2025

January 15, 2025
I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my portfolio management practices.

When You Volunteer, Do People Know You're an Agent?

January 15, 2025
Helping your community can raise your own visibility.      Related StoriesMind the Generational GapThese 9 States Cut Income Tax Rates for 2025Bob Doll's 10 Predictions for 2025