Archive for March 2019

Tax Season Is Upon Us

Tax season is upon us, and it’s time to figure out if and how changes brought by the Tax Cuts and Jobs Act will affect you. Bear in mind that adjustments have been made in each of these areas:1 Individual tax income brackets and tax rates Standard deduction (doubled) Personal exemptions (eliminated) Child credit (increased)…

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Key Components to Wealth Management in Retirement

You’ve likely heard of the concept “wealth management” before. Just stringing together a definition when thinking about those two words is simple… if you have wealth, you are managing that wealth. And to manage that wealth, it involves making decisions on where it goes, how it’s invested, and how it should change over time. More…

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