After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far-reaching, including making many parts of the Tax Cuts and Jobs Act […]
Albert Einstein reportedly once told his accountant, “the hardest thing in the world to understand is income taxes.” This observation from the Nobel Prize-winning physicist remains relevant today, as our tax system has only grown more complex in the decades […]
When building a sound financial plan it is very important to be aware of 3 things that can destroy your hard work. They are taxes, death and disability. I know it is exciting to talk about stocks, bonds and wealth […]
As a financial planner, I know the importance of having a team working with clients. Nothing has a more direct effect on my client’s success than when they coordinate my efforts with those of their other advisors. Financial planning often […]
