Tax Cuts and Jobs Act

Tax Cuts and Jobs Act The Tax Cuts and Jobs Act legislation was signed into law on December 22, 2017. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for...

May 2016 Financial Planning Tips

Estate Planning Basics   By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Estate...

April 2016 Financial Planning Tips

*There is no assurance that working with a financial professional will improve investment results. Common financial goals ·         Saving and investing for retirement ·         Saving and investing for college ·         Establishing an emergency fund ·        ...

December 2015 Financial Planning Tips

2015 Year-End Tax Planning Basics December 14, 2015 The window of opportunity for many tax-saving moves closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2015 tax year....

February 2015 Financial Planning Tips

February 02, 2015 Record Retention: Deciding Which Financial Records to Keep Keep critical documents and records safe and secure but accessible in a time of need Certain documents and records are too important to retain in an ordinary file drawer. Fortunately, they...