Many people ask, "who needs financial planning?" The simple answer is everyone can benefit from professional financial planning. It is never too early or late to begin, you can’t be too rich or too poor, know too much or too little. A financial plan can be as complex or as simple as you want. It can include a strategy to protect or increase your assets for a specific goal such as saving for your child’s education, providing for your retirement, minimizing taxes, or maximizing your estate.
But at the center of every prudent financial plan is a trusted advisor, someone who has integrity and training. Someone who will first help you understand each piece of the puzzle and then make them all fit together.
The Tax Cuts and Jobs Act became effective in 2018 and delivered lots of good news, such as curbing of the alternative minimum tax and lowering tax brackets. However, in Read More »
Amid grim headlines and a widely-held perception that global growth is slowing dramatically, new economic data forecasts from The World Bank and The Wall Street Journal indicate that neither world Read More »
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