Nov 4, 2021 | Financial Planning, Taxes
How to invest tax efficiently in the higher tax environment with the looming tax changes The debate about tax policy and infrastructure spending continues to heat up in Washington. President Biden is close to getting his spending bill passed in Congress and as a...
Oct 7, 2021 | Financial Planning, Questions & Answers
Football, pumpkins, crisp morning air and shorter days are all a sign of a new season. Fall is my favorite time of year and, although it may feel a bit different because of our current world health crisis, I’m going to do my best to enjoy as much of this season...
Oct 7, 2021 | Financial Planning, Questions & Answers, Taxes
Investment real estate is a wonderful way to build wealth over time. This is a strategy that has been successful for many of our clients over the years. There are many benefits to owning real estate investment properties. These include the ability to create a passive...
Sep 24, 2021 | Financial Planning, Questions & Answers, Taxes
Last week the House Ways and Mean Committee released a bill detailing some changes to the tax code. We have been watching these events very closely and wanted to bring you an update. While the law is not in its final form, we wanted to make you aware of some of the...
Sep 2, 2021 | Financial Planning
The traditional approach to retirement planning involved selecting an age to retire, determining how much you want to spend in retirement and then saving and investing over time until you can finally stop working and live the life you want. While this traditional...
Aug 19, 2021 | Financial Planning, Questions & Answers
Many people dream of early retirement. For others, early retirement may be forced upon them due to downsizing by their employer. In either case, the issue of how to fill the health insurance gap between early retirement and their eligibility for Medicare is a key...
