We’re known for our Life-Minded Wealth® approach. Now, we want you to get to know the people behind that approach. Carrie Delgott, Chief Operating Officer/Chief Compliance Officer, featured.
Insights for Your Life and for Your Wealth
The Tax Cuts and Jobs Act of 2017 may have been signed into law in 2017, but many of the significant changes that made headlines last year are taking effect on tax returns for the first time this year.
It can be hard to foresee all the changes life throws at us over the years. It can be especially difficult to anticipate how those changes might impact wealth for generations to come.
While the ink’s barely dry on the Tax Cuts & Jobs Act (TCJA), which went into effect in January 2018, the Trump administration is already considering additional reforms that would have major implications for taxpayers. One idea garnering significant attention focuses on indexing capital gains for inflation.
Even though research shows that people with financial advisors are usually better prepared for retirement and more at ease with their financial wellness, selecting the right financial advisor is no easy decision.