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Annual Financial Plan Physical
Analyzing the American Families Plan Tax Proposal
After months of speculation, on September 13th, the House Ways and Means Committee released a proposal for tax reform effective in 2022 (and possibly in 2021 for selected provisions). The proposal contains a number of provisions that were expected, and a few surprises that we did not expect.
An Investment Portfolio Is Like a Good Smoothie
Recently, I rediscovered the benefits of homemade smoothies for breakfast. They are nutritious, natural, easy to make, efficient, and delicious! This morning, I was thinking about how a good investment portfolio is like a good smoothie!
An Executive’s Financial Guide
American Rescue Plan: Aid Begins Hitting Accounts
Most notably, the bill included another round of direct payments to Americans, many of whom have already received the $1,400 (individually), plus per spouse and dependent/s.
Alphabet Soup at Foster Group
Alphabet Soup
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
All I Want for Christmas Is a Budget
Planning your gift-giving budget for the holidays may give you a little more freedom and a little less stress. Here are a few ideas of how you can plan ahead … for next Christmas, of course!