Your e-mail inbox is set to get some relief starting this month. Instead of receiving an account statement notification email for every TD Ameritrade account you maintain, starting with the December statement notices you will only receive one email listing all of your accounts together.Read More
The new and improved advisorclient.com now offers electronic delivery of tax forms for TDA clients. It is a quick, easy, and more secure way of receiving tax documents as soon as they become available. Log in and sign up today!Read More
This video captures the emotions involved with retirement. By showing just how much the world has changed—and how your clients’ needs have changed as a result—you demonstrate your understanding and show them how your advice can help set them up for the retirement they envision.Read More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Sometimes it helps to know someone is in your corner. This video details the complexities of a typical Boomer’s wealth management needs and shows how you can put a plan in place to help manage every aspect of their financial life.Read More
Enjoying your retirement also means planning for what’s next. See how we can work together to create an estate plan that can help ease the transition and protect your family.Read More
Set yourself up for success in the new year with a financial checkup. Consider these essential year-end tax, planning, and financial housekeeping tips.Read More
Some people think they can wait until March to worry about taxes. Wrong. The end of the year is a perfect time to make some last-minute efforts to reduce your tax burden.
Advice this year is a little different, as no one is quite sure what 2019 will bring from a tax code perspective. Things may change abruptly in the coming months. For now, here are some year-end strategies that could save you money on your 2018 taxes.
Read Full Article Here from eMoney: https://www.aurochsfinancial.com/wp-content/uploads/2018/11/Act-Before-Year-End-to-Minimize-Your-Tax-Burden.pdf
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Beginning on November 1, 2018, individuals (including their families) may apply for new health insurance or switch to a different health-care plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2019 health coverage ends on December 15, 2018.
Read Full Article: https://www.aurochsfinancial.com/wp-content/uploads/2018/11/Open-Enrollment-for-Health-Insurance-Marketplaces.pdf
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)