Time to Tune Up Your Financial Plan
There are fundamental steps you can take to get on track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or Continue Reading →
Month: February 2021
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry Continue Reading →
Stay the Course
Dear Clients and Friends: “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” -Warren Buffett 2021 is under way, as Continue Reading →