Expiring Tax Rates

By emily | February 23, 2023 |

Written By: Marissa Waldron, CFP® It’s hard to believe it’s been over five years since the Tax Cuts and Jobs Act (TCJA) took effect, which means we only have three…

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Is it Enough?

By emily | February 17, 2023 |

Written By: A. Suzanne Robertson, CFP® The markets wreaked havoc on even the best strategized portfolios last year.  Coupled with inflation running amok for so long, it’s no small wonder…

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