Although we often see large discrepancies between tax plans on the campaign trail and what ends up as law, here is a basic overview of what has been proposed in the Biden tax plan and financial planning strategies to consider before the end of this year. Increase in income tax rates for highest income […]
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Finding the right financial advisor at this stage of your life that can answer those questions for you is critical. Can you afford that dream trip or helping your grandson through college? How do you maximize what you have now for your long-term plans? We asked Ian Castille, CFP®, to give us some tips on […]
After working in this industry for over 25 years, I notice that the same questions are frequently asked by clients that are preparing for this next chapter in their life. Below are some of those retirement planning questions and my responses. I’ll start with the most common question by far. Q: How much money do […]