House Democrat Tax Proposal: What You Need to Know

September 20, 2021 // By Melissa Joy, CFP®, CDFA®
calculator with the word Taxes in its field, pencil, and pie chart with numbers

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

June 21, 2019 // By Melissa Joy, CFP®, CDFA®
accountant sitting with computer, paper, coffee and other supplies

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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