Author name: Richard Riva

Do Your Friends & Family Need Financial Guidance During This Stressful Time? We’re Available To Help

Do Your Friends & Family Need Financial Guidance During This Stressful Time? We’re Available To Help

We are living in unprecedented times, with hourly briefings and updates that cause many of us to panic or at least lose sleep at night. We get it. Life is going to look very different for a while, but thankfully one thing that won’t change is how our team at Wealth Management Solutions is committed …

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Are You Missing Out Because Your Financial Advisor Doesn’t Talk To Your CPA?

Are You Missing Out Because Your Financial Advisor Doesn’t Talk To Your CPA?

It’s officially tax season! Are you maximizing all of the opportunities available to you? If you’re like most people, you depend on your CPA to take care of that. You have a CPA for tax things and a financial advisor for investments. You probably keep those two financial areas separate except for once a year …

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The Secure Act

The Secure Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it …

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