Top 5 Blog Posts of 2016

Looking back at the past year, our blog subjects had a wide range of topics.  From investments to taxes and other financial topics, we hope you enjoy our writings – because in the end, the purpose of our blog is to leave you, the readers, more informed.

Below you will find our Top 5 blog posts for 2016, if you have already read them – awesome, if not, take a moment and look at the topics – who knows, you may learn something new (hopefully!)

Potential Upcoming Tax Changes: What you need to Know

What is the True Value of a Financial Advisor?

Executor/Trustee Fee Comparison: A State by State Case

What if Everyone were a Passive Investor?

Buy vs Lease? Things to Consider When Shopping for a New Car

As we move into 2017, please don’t hesitate to reach out to us if there are any topics that you’d like us to cover!  We hope everyone has a great 2017!

About Patrick Melvin Jr.

Patrick D. Melvin Jr., is a Wealth Manager at Independence Advisors, LLC. Pat models client’s financial plans and works with the firm’s clients on financial planning areas such as retirement planning, investment planning and estate planning. CLICK HERE TO ASK PAT.

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