Monthly Newsletters
Monthly Newsletters
November Monthly Newsletter – Tax Cuts and Jobs Act
Last Thursday House GOP leaders unveiled the Tax Cuts and Jobs Act (TCJA), a tax plan that proposes a broad overhaul to the corporate and individual tax system, building from the framework announced in September by the White House and House GOP leaders. The TCJA proposes to create more jobs, grow paychecks and bring fairer taxes to American families.[1]
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Monthly Newsletters
October Monthly Newsletter: Medicare Open Enrollment
Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage.
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Monthly Newsletters
September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property
An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries.
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Monthly Newsletters
July Monthly Newsletter – Midyear Financial Checkup
Six months ago, many Americans set realistic and achievable financial resolutions for 2017. Now that we’ve crossed the halfway point of 2017, it’s time for a financial checkup. Much like your biannual dentist appointment, it’s important to track your progress to determine if changes need to be made to your plan to achieve your financial goals and resolutions.
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Monthly Newsletters
June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets
Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes.
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