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Tag Archives: Holistic Financial Planning
Markets Hit an All-Time High: What to do?
Tweet The market once again has hit an all time high. That’s good, right? But, oddly enough, I sense some skepticism in the air. Can the market sustain these values? Will the impeachment proceedings harm our economy? From other angles I hear the economy is strong and has room to move ahead. It just depends who you listen to. The political landscape … Continue reading
Posted in Financial Planning
Tagged financial planning, Holistic Financial Planning, Investing, Secure your future, Stock Markets
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How the New Tax Law May Impact Your Tax Refund
Tweet In the past I have written extensively about the importance of tax planning. With the passage of the new tax laws, which reduced the tax burden for most, one might feel tax planning may be less important. Well, nothing could be farther from the truth. On top of that, the impact may not be what you think! We are well into … Continue reading
Posted in Financial Planning
Tagged Fee-only Financial Planning, Fiduciary, Holistic Financial Planning, Saving Taxes, tax planning
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