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March 2019

Is Your Business Ready to Reap Tax Rewards?

Taxes don’t have to be taxing, even if you own your own business. Joel Redmond, CFP®, shares his tips to help entrepreneurs receive the most after-tax benefits possible.

Parents, Time to Focus on Yourselves

Letting go can be hard. Fortunately, NBC News addresses how to decide the right time to stop supporting your adult children and why it’s okay to finally

No Need to Fear Market Downturns

You might not be able to predict the future – but you can make sure your investments are safe from whatever comes your way. Consumer Reports discusses how to

Pay it Forward

With African-American millennials continuing to close the wealth gap, Rianka Dorsainvil, CFP®, in CNBC, advises first-generation wealth builders how to support family without sacrificing their own funds.

Financial Freedom for Women

2019 is about female empowerment in all aspects of life, including finances. In Forbes, Marguerita Cheng, CFP®, shares 5 tips women should follow in order to .


adjusted basis (e'jest 'ed 'bases) —

the net cost of an asset after adjusting for various tax-related items



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CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.