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.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Mark McCarron, Principal and Chief Investment Officer, featured.
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.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Robert Waskiewicz, Financial Advisor, featured.
Sudden wealth can take many forms, including selling a business, executing stock options or reaching a legal settlement. Most often, however, sudden wealth is the result of an inheritance.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Susan Green, Financial Advisor and Director of Financial Planning Standards, featured.
Owning a business has become increasingly complex. Regulation changes often, causing business owners to worry about how they treat their customers, employees and themselves. And because it’s their business, it’s usually the owners who spend the most time dealing with these evolving requirements.
