Taxes

House Democrat Tax Proposal: What You Need to Know

By Melissa Joy, CFP®, CDFA® / September 20, 2021

The House Democrats have released an outline detailing some proposed tax increases. These tax hikes are set to fund spending […]

By Melissa Joy, CFP®, CDFA® / February 1, 2021

Taxes have changed over time throughout American history. In 2021, many Americans anticipate a higher tax rate with the Biden […]

By Melissa Joy, CFP®, CDFA® / October 22, 2019

Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change […]

By Melissa Joy, CFP®, CDFA® / June 21, 2019

Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax […]

By Melissa Joy, CFP®, CDFA® / April 26, 2019

Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you […]

By Melissa Joy, CFP®, CDFA® / January 17, 2019

This year tax season will have familiar elements as well as the implementation of new tax law. As you prepare […]