Helping

Helping Your Clients Plan for the Sunset of the TCJA -Dlight News

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Help your customers plan for the sinking of the TCJA

Many of the major tax law changes introduced by 2017’s Tax Cuts and Jobs Act (TCJA) will sunset (or expire) in 2025, reverting to the rules that existed before the act was signed into law. But herein lies a planning conundrum: no one can know what the political landscape will be like then, whether the … Read more

From Instinct to Insight: Helping Clients Overcome Behavioral Biases -Dlight News

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From Instinct to Insight: Helping Clients Overcome Behavioral Biases

“Unlearning” is defined as “putting out of one’s knowledge or memory.” As a financial advisor, you play a crucial role in guiding clients through the complex world of investing and personal finance by helping them “unlearn” habits and impulsive patterns they may not be aware of. If left unchecked, these behavioral biases can prevent clients … Read more