Prepare for 2022 Tax Changes in 2021

With Washington debating tax changes, here are a few topics we are reviewing with our clients. There have been many different versions of the pending

4th Quarter 2021 Market Outlook

In our research, we expect supply chain issues will impact the North Pole in 2021.  The Elves are working to make chips for video games,

4 Risks That Can Impact Your Retirement

Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs and the

Matt Logan CFP(r)

3rd Quarter 2021 Market Outlook

“It’s now or never, cause I ain’t gonna live forever,” is not just another great Bon Jovi lyric, it may be the best way to

Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year  Reducing your tax burden can help you manage your wealth and free up

2021: The Year of the NUA

If you own highly appreciated stock in your company’s qualified retirement plan 2021 could be the perfect setting for you to utilize net unrealized appreciation strategy, or NUA.

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