18 Dec 2017

Posted at 10:08h in The Friday Brief by

Here's what's in the final House-Senate tax bill according to the providers of our tax analysis software - Bloomberg BNA Tax - as written by Laura Davison, Allyson Versprille, and Kaustuv Basu.   "Congressional Republicans released the conference committee report detailing specifics of the tax bill they hope...

15 Dec 2017

Posted at 16:45h in The Friday Brief by

That’s a great question. It’s a question that I hear a lot as a financial planner. Maybe it’s a question YOU have, sitting wherever you’re sitting, reading this article. Here’s the thing though, like most great questions, questions that seem like they should have a great...

08 Dec 2017

Posted at 10:15h in The Friday Brief by

The Holiday Season is here and when it comes deciding what gifts we’d like to give our friends and family most of us are somewhere on the spectrum between vaguely conceptualizing that it may be about time to start shopping and picking up a few...