House Democrat Tax Proposal: What You Need to Know

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The House Democrats have released an outline detailing some proposed tax increases. These tax hikes are set to fund spending on social infrastructure build-out and climate policy. While it is likely that the proposal will be modified and adjusted in the upcoming weeks, we have put together a guide to help you prepare for some…

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Tax Aware Investment Strategies Webinar Recap

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Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax costs when investing. Melissa Joy CFP® founder of Pearl Planning presented this 24- minute informative webinar. If you missed our webinar, no problem, we’ve got…

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