Category: Taxes


The Tax Outlook for 2021 and Beyond

In October we examined how the outcome of November’s Presidential Election might impact future stock market returns in the United States. If you will recall from


How Does the 2017 Tax Cuts and Jobs Act Affect Your Financial Plan?

Next year will mark the 30-year anniversary of one of the most popular movies from the ’90s, Forrest Gump. Of all the memorable moments in that movie, one phrase seems to be quoted most often: “Life is like a box of chocolates, you never know what you’re going to get.” We can all relate to that expression because life often plays out differently than expected, as new doors open and experiences lead us down different paths. That’s exactly how I found my way into a career as a financial planner and wealth manager.