by David Bryant | Jul 9, 2018 | Financial Planning, Tax Planning
The newly introduced tax reforms have far-reaching implications that depend on your unique situation, as well as several other factors. Many times, changes in the tax code are not implemented exactly how they are intended. The IRS may choose to interpret and enforce...
by David Bryant | Jan 25, 2017 | Financial Planning, Retirement
The United States has a long history of working to secure national healthcare coverage for seniors. In 1945, President Truman along with Senator Robert Wagner, James Murray, and John Dingell attempted to enact a bill (W-M-D Bill) through congress, however Congress...
by David Bryant | Jul 7, 2016 | Financial Planning, Investing
College planning is a common concern our clients have when developing a comprehensive financial plan. It is getting more and more difficult to plan for college as the cost has been increasing at twice the rate of inflation. In 1996, Congress responded to this burden...
