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  • Financial Planner Quoted in Wall Street Journal
  • April 17, 2015
  • Guiding your journey to financial well-being.

    Jim McCarthy, CFP®, ChFC ®, Directional Wealth Management, was recently quoted in Investment News, which was later picked up by the Money Beat section of the Wall Street Journal. In the article, "Wealth Adviser: Helping Clients Organize Their Digital Lives," Jim discussed the various rules surrounding deductions and phase outs of different benefits that create a "labyrinth of moving parts" which complicate tax planning. He also spoke about the alternative minimum tax and its complicated formula...
  • View more at: http://www.1888pressrelease.com/financial-planner-quoted-in-wall-street-journal-pr-561173.html