The 2017 Tax Reform for Economic Growth and American Jobs
On April 26, 2017, the Trump Administration released an outline of their tax reform plan. This article will provide a brief overview of the key pieces of the plan titled “the 2017 Tax Reform for Economic Growth and American Jobs.”

How Families Can Save For Disability Expenses Tax-Free
Navigating through the waters of the ABLE act and knowing how and if relatives of persons who are disabled will benefit from tax-free programs can be confusing, at best. Special Needs Trusts and other programs are one way to reduce your tax liability.
Happiness In Retirement Is About More Than Bank Balances
Wealth preservation and estate planning are important as one ages and moves into retirement. But, it’s also important not to lose sight of the other issues that arise; most importantly, your happiness with your lifestyle change.

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C opyright 2017