New "No Tax on Tips" Deduction Explained
- Broadridge Content
Congress introduces a new "no tax on tips" deduction of up $25,000.
Welcome to the Energy Professionals Advisor. Are You Getting the Most out of Your Retirement Plan?
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Financial Guidance for Energy Professionals
Guiding You Towards Financial Independence
As a financial advisor with three decades of experience in the oil and gas industry, I specialize in helping employees and retirees of the energy, chemicals, and oil sectors. My deep understanding of company plans and benefit packages allows me to craft tailored financial strategies for achieving financial independence. I'm committed to not only managing your finances but also positively impacting your life and the lives of the next generation. Let's begin this journey together today.
Are You Getting the Most out of Your Retirement Plan?
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience helping make us an efficient and productive wealth management company.
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Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Passing an Inheritance to Children: What You Must Do First
- Investopedia
Before deciding to leave an inheritance, consider these important personal financial issues, including your income needs and potential healthcare costs.
Will Tax Law Changes Impact Your Giving Strategy?
- Broadridge Content
New tax rules will determine the deductibility of donations in 2026
Beneficiary Designations: Who Gets the Money?
- Broadridge Content
Confirming and updating your beneficiary designations can help prevent unintended outcomes for your estate.
Nasty News? Forget About It. The Markets Say All Is Well.
- The New York Times
The third quarter was fabulous for investors, and market signals are upbeat. It’s as though all were calm in the world.
Financial Guidance for Energy Professionals
Guiding You Towards Financial Independence
As a financial advisor with three decades of experience in the oil and gas industry, I specialize in helping employees and retirees of the energy, chemicals, and oil sectors. My deep understanding of company plans and benefit packages allows me to craft tailored financial strategies for achieving financial independence. I'm committed to not only managing your finances but also positively impacting your life and the lives of the next generation. Let's begin this journey together today.
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