Year-end Action Items and Review Questions
What was a new discovery you made this year? What did you discover that you loved? What was one of the biggest, pleasant surprises you experienced this year? What achievement are you most proud of? What was your favorite purchase of the year? What was a new habit or routine you created this year that Read the full article…
Tax & Estate Strategies for Married LGBTQ+ Couples
In this age of marriage equality, there are new possibilities. The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, Read the full article…
End-of-the-Year Money Moves 2020
Here are some things you might consider before saying goodbye to 2020. Presented by Philip Clark, CFP®, November 2020 What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? Read the full article…
