The Invisible Tax

One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”

November 23, 2020 Financial Perspectives

1:13 - In the News: COVID-19 Cases, Employment Recovery
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020

Why I Do, What I Do

However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.