Year-end Planning Checklist

November 30, 2021By Phil Clark, CPWA®,CFP®, CLU®

As we approach the end of this extraordinary year, it is a perfect time to take account of the year and begin to plan for the future. Whether it is economic models, capital market assumptions, or political headwinds, we must consider year-end planning techniques that may protect and increase your net worth and possibly modify Read the full article…

Year End Planning Checklist

November 28, 2020By Phil Clark, CPWA®,CFP®, CLU®

As we approach the end of, by all accounts, an extraordinary year on many fronts, it is a perfect time to take charge of the year and begin to plan for the future. Whether it is economic models, capital market assumptions, or political headwinds, we can consider year-end planning techniques that may increase your net Read the full article…