Tax Planning

What To Know About The New And Upcoming Child Tax Credit Portals

As recent letters to taxpayers who might be eligible for the advance child tax credit indicated

Biden Policies to Impact Stock Markets – Part II

First, remember that no political party has been exclusively great or awful for stock markets. And while many

How To Cut Your Taxes, And Boost Your Dividends, Like The 1%

Now that the Democrats control the House, Senate and the White House, you’re probably wondering what

Higher Inflation Could Be Ahead. Should We Be Worried?

The warnings that higher inflation lurks around the corner are starting to show up everywhere. They are

May Monthly Economic Update

Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from a clinical trial investigating a

April Monthly Economic Update

The Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, bringing relief to millions of Americans

March Monthly Economic Update

In February, anxieties about the novel coronavirus (COVID-19) rippled through stock, bond, and commodity markets. Stories about the

By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning

Are you worried that you may not have paid enough federal taxes due to the new tax law?

By Steve Barrett, CFP®, AWMA®, AIF®, CPWA®
Vice President of Wealth Management

I am guessing most of you would answer “no”. In fact, I would expect everyone

By Colleen M. Henes, CFP®, JD
Happy Tax Day! As tax season comes to an end, so do my weekly tax tips. I hope you have found them helpful and relatable. If you