Blog
2026 TAX DEVELOPMENTS
Savvy Americans are aware of the impact that taxes have on their wealth. Since July, we have known that the reduced federal income tax brackets
Category: Taxes
Blog
How Does the “One Big Beautiful Bill Act” Impact Your Financial Plan?
On July 4th one of the most anticipated pieces of tax legislation in recent years was signed into law by President Trump. Approaching 900 pages
Blog
Looking Back On 2024 And Ahead to 2025
As one year ends and another begins, it is natural for investors to reflect on the events of the past year and look forward to
Blog
Are You Ready For Tax Armageddon?
“This is going to be Tax Armageddon. It’s time to suit up,” Virginia Democratic Senator Mark Werner recently told Bloomberg News. “The main goal here
Blog
Are You Sitting On A Tax Time Bomb?
“What is the difference between a taxidermist and tax collector? The taxidermist only takes your skin.” Mark Twain In our hyper-politicized social climate few sentiments
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
Taxes
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.
Social Security
2018 Adjustments to Social Security and Medicare Announced
While we continue to wait for Congress to act on tax reform, two pieces of next year’s financial planning puzzle have recently been revealed for
Taxes
Deferred-Income Annuities Get Favorable Tax Treatment
It wasn’t exactly Christmas in July, but investors got an early present from Uncle Sam in July when the Treasury Department and the IRS changed