Archive for the ‘Financial Planning’ Category

  • Opportunity Zone Investing – A Unique Investment Strategy
  • Medicare Open Enrollment 2018

    As you may already be aware, the enrollment period for making changes to your Medicare Plan has recently opened and will end December 7th.  This will be the only time that you are able to review and adjust your coverage for a January 1, 2019 effective date.

  • 2018 Tax Planning Considerations

    All taxpayers will be impacted by the legislative changes that took place in 2018. We have summarized some year-end tax planning ideas to include the following:

  • Planning for Estate Tax Portability
  • End of Year Planning Considerations