Beyond the Index Card – Implementing the Advice of the Financial Experts

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: The Individual Investor’s Guide to Personal Tax Planning 2018 AAII’s annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any changes that may improve your tax liability both this year…

 

Steps to Take Now for When It’s Time to Transfer Financial Decision-Making

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Creating and Following a Real Financial Plan Understanding why money is important can create a framework for making better financial decisions in the future. Carl Richards, a certified financial planner, director of investor education for the BAM Alliance, and creator of the Sketch Guy…