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Smart Money Experts on Trump’s Tax Proposal and End of the Year Best Practices

KCUR radio show from October 16, 2017 featuring Sandi Weaver.  While an official tax bill hasn't been presented, Republicans last month outlined a framework for a new tax code. The Smart Money Experts explain the key takeaways from the plan and how it could affect what you owe the government come April 2018. They also share end of the year money-management tips, including how to create a holiday spending strategy, evaluate insurance options and develop plans for retirement.

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Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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