Together Talks… About Charitable Giving Post-Tax Cuts and Jobs Act

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Welcome to the first edition of Together Talk!  In this interview series we interview the people who help us understand the complex world of financial planning and investments…allowing us to help you worry less and enjoy your life more.  The people we interview are professionals in the areas of finance, law, business, economics, behavioral psychology, […]

Surprised by your tax return?

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2018 was Year 1 of the Tax Cuts and Jobs Act signed into law in 2017, so we are just now seeing the results for families as they begin to file their tax returns.  Here are a few of the biggest factors we have seen in our financial planning clients being surprised by the effect […]