Estate and Legacy Planning

Your legacy means a lot. Protect it by being prepared. In this video, Scott shares the five documents you need to include in your retirement estate plan. You need an estate plan.  Estate Planning is for everyone, even those who may not consider themselves ultra-wealthy. We want to leave our loved ones with an organized…

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Biden Tax Proposal

The Biden Administration has proposed an increase in the capital gains tax rate and the elimination of the Step-Up in Basis Law. Do you know how it might affect your financial plan?  Proposed Changes in the Capital Gains Tax Rate  What is a capital gain?  Profit earned on the sale of an asset is considered…

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April 2021 Recap

Written By: Dan Moylan, Chief Investment Officer The stock market continues the uptrend with President Biden’s vaccination initiative having a big impact on many economies opening up.  The S&P, NASDAQ and the DOW all posted solid gains of 4.01%, 3.58% and 2.18% respectively in April.  We are positioned well in your accounts to continue to…

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