[vc_row][vc_column][vc_column_text][/vc_column_text][vc_column_text responsive_align=”left”]A month and a half had passed since the Tax Cuts and Jobs Act of 2017 was first introduced in Congress to the approval of the final version by the conference...
Questions about tax reform are on everyone’s minds recently, but there are even more important financial questions that you should be addressing. Mitchell Barr, Client Associate There’s a mistake many people make when approaching financial advice. They treat financial...
What I Learned About Family Loans from Watching Gilmore Girls Intra-Family Loans Can Serve as a Great Wealth Transfer Strategy Erin Itkoe, CFP®, CPA®/PFS, Director of Client Experience/Senior Wealth Counselor One of my all-time favorite TV shows is Gilmore Girls....
[vc_row][vc_column][vc_column_text responsive_align=”left”] New 2018 Medicare Surcharges Medicare Part B and D Premium Increases By Norm Miller, former Senior Wealth Manager at Versant Capital Management (retired) The end of the year, tax news was...
[vc_row][vc_column width=”2/3″ css=”.vc_custom_1498685691432{padding-top: 50px !important;}”][vc_column_text] Churchill and Orwell: The Fight for Freedom Churchill and Orwell: The Fight for Freedom is described as a dual biography of Churchill...
Loss aversion and our addiction to short term gratification Mitchell Barr, Client Associate The holidays are finally upon us and that can only mean one thing: It’s time to overindulge in all your favorite holiday dishes. Bring on the calorie bomb that has two sticks...
