Posts Tagged ‘tax planning’
Protect Your Wealth for the Future
Economic uncertainty is a part of life. Markets can be unpredictable day-to-day, let alone years into the future. That uncertainty is one of the many reasons people want to start estate planning, so they can protect their loved ones and leave a legacy. Protect Your Assets Protecting your assets is the ultimate goal of estate…
Read MoreTax Cuts and Jobs Act
Tax Act Overview The Tax Cuts and Jobs Act of 2017, which we will simply call the “Tax Act”, is not retroactive except for a very few unique expensing provisions, so for nearly everyone, your upcoming income tax filing due this spring for the 2017 tax year filing will NOT be effected. However, the changes…
Read MoreRetirement Savings Mistakes to Avoid
A long-term savings strategy like planning for retirement relies on small steps taken over an extended period of time. Make sure you’re on track by avoiding these common mistakes. Underfunding Retirement Accounts Are you among the 71 percent of Americans who aren’t putting enough away for retirement? The most effective determining factors of a well-funded…
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