Monthly Newsletters

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Monthly Newsletters

December Monthly Newsletter: Tax Reform and Year-End Planning

After several last-minute changes, the Senate voted 51-49 in the early hours of Saturday morning[1] to pass their version of tax reform. Only one Republican, Tennessee Senator Bob Corker, voted against the bill, concerned about the $1 trillion or more in budget deficits the plan is expected to create.[2] President Trump has been adamant about his desire to sign a final bill before Christmas. While we’re not quite there yet, the Senate’s vote Saturday morning crossed one potential roadblock and has made some form of tax reform by Christmas much more likely. Read more

Monthly Newsletters

November Monthly Newsletter – Tax Cuts and Jobs Act

Last Thursday House GOP leaders unveiled the Tax Cuts and Jobs Act (TCJA), a tax plan that proposes a broad overhaul to the corporate and individual tax system, building from the framework announced in September by the White House and House GOP leaders. The TCJA proposes to create more jobs, grow paychecks and bring fairer taxes to American families.[1]   Read more

Monthly Newsletters

October Monthly Newsletter: Medicare Open Enrollment

Leaves changing colors and falling to the ground. Playoff baseball. Pumpkin spice everywhere. We can certainly tell fall is officially here. Fall is also the perfect time to consider an often overlooked yet extremely important aspect of cash flow planning in retirement – Medicare coverage. Read more

Monthly Newsletters

September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries. Read more

Monthly Newsletters

August Monthly Newsletter – Back to School Planning with 529 Plans

If you’ve looked at the ads in your Sunday paper lately, you know what time of the year it is . . . Back to School season! With most students starting classes later this month, retailers across the country are planning for the influx of shoppers looking for the best deals on back to school clothes and supplies. Read more

Monthly Newsletters

July Monthly Newsletter – Midyear Financial Checkup

Six months ago, many Americans set realistic and achievable financial resolutions for 2017. Now that we’ve crossed the halfway point of 2017, it’s time for a financial checkup. Much like your biannual dentist appointment, it’s important to track your progress to determine if changes need to be made to your plan to achieve your financial goals and resolutions.

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Monthly Newsletters

June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

Monthly Newsletters

June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

Monthly Newsletters

May Monthly Newsletter – Estate Planning for Digital Assets: 4 Steps to Ensure Your Assets are Protected

Estate planning has become more difficult with the introduction of technology into every aspect of an individual’s life. Years ago, people filed away bank books, stock certificates, financial statements and most other important documents in a filing cabinet or a safety deposit box. Read more

Monthly Newsletters

May Monthly Newsletter – Estate Planning for Digital Assets: 4 Steps to Ensure Your Assets are Protected

Estate planning has become more difficult with the introduction of technology into every aspect of an individual’s life. Years ago, people filed away bank books, stock certificates, financial statements and most other important documents in a filing cabinet or a safety deposit box. Read more