Archive, Financial Planning / 18.05.2022 January 2020 – Tax Newsletter: SECURE ACT December 20, 2019 the Consolidated Appropriations Act, 2020 (the Act) became law. The Act included numerous tax provisions updating or... Continue Reading
Archive, Financial Planning / 17.05.2022 December 2019 – Ten Financial Tips to End the Year on a High Note Shorter days remind us that 2019 is rapidly drawing to a close. For many of us, this means decorating the... Continue Reading
Archive, Investments / 17.05.2022 December 2019 – 2020 Vision The United States economy continues to extend the current expansion, which is already the longest in our history. Unemployment is... Continue Reading
Archive, Financial Planning / 17.05.2022 November 2019 – HSA-the Triple Crown of tax-advantaged savings accounts With a mint julep in hand and donning my one and only fascinator, I watched naively as Justify dominated the... Continue Reading