Jeff Witz, CFP
2017 tax law: Here are the changes you can expect
Here is a brief overview of the Tax Cuts and Jobs Act passed by Congress.
How to form a student loan repayment strategy
Forming a student loan repayment strategy is not a one-size-fits-all process. What works well for a friend or colleague may not be an effective strategy for you.
Financial planning: Your year-end ‘to do’ list
"The potential GOP tax bill makes it difficult to know exactly how the landscape will look in 2018... nevertheless, there are some items you can take care of before the end of the year that can impact your 2017 taxes and overall financial plan," write Jeff Witz, CFP, and David Zemon.
[Video] Prescription for financial health: Risk management (part 2 of 4)
In this video, Jeff Witz, CFP, discusses Economic Life Value as well as life and disability insurance.
[Video] Prescription for financial health: Accumulation/investments (part 3 of 4)
In this video, Jeff Witz, CFP, explains "loanership" and "ownership" investment assets and shares the top five reasons for investment loss.
[Video] Prescription for financial health: Asset protection (part 4 of 4)
In this video, Jeff Witz, CFP, outlines common asset protection strategies and discusses estate taxes.
How to choose the best retirement savings plan
There are several options for saving for retirement, but first develop a good understanding of how these retirement accounts work to get the most out of your savings.
Do I really need a long-term disability policy?
The chances of needing long-term disability insurance are higher than you might think and can be worth the expense