Where Could Interest and Tax Rates Be Headed?

Are you aware of the latest news that could affect your money? We recently heard from Federal Reserve Chairman Powell regarding interest rates, plus the Biden administration released a “Green Book” outlining some potential tax-increasing measures. There are several big changes proposed, and if they come to fruition, you may need to review your tax [...]

By |2021-06-28T11:42:15+00:00June 28th, 2021|Estate Planning, Federal Reserve, Taxes|0 Comments

Preparing the Next Generation to Inherit Wealth

Estate planning is an important part of retirement planning for many reasons: You've worked hard for your money and want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Without careful planning and discussion, you could end up passing [...]

By |2020-08-31T12:30:07+00:00August 31st, 2020|Estate Planning, Financial Planning|0 Comments
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