2021 has been a busy year for lawmakers. 2022 could bring historic changes in our federal tax and spending packages. Join us in this discussion of the top tax questions for 2022. We'll cover: Recent Tax Changes Potential Tax Law Changes Marginal Rates and Capital Gains
Sometimes financial priorities get lost in the shuffle of everyday life — particularly now as caregiving and healthcare concerns are top of mind. But, women have some additional considerations that come into play when planning and saving for the future. Why? Life expectancy, healthcare costs, and career interruptions are all contributing factors. To help you navigate the process, please join us in discussing how and why financial planning is different for women and gives specific information that women should know when making financial decisions.
CAPITAL MARKETS UPDATE & INVESTMENT THEMES An in-depth, up-to-date review of the current economy and markets. We'll share our thoughts on the quarter and what lies ahead. What economic opportunities and challenges lie ahead? Are we “Risk On” or “Risk Off”? Where are we headed?
Join us for a discussion on protecting your wealth. Over the years you have attained wealth – equity in your home, your retirement savings, your investment account and other assets. What would happen if the unthinkable happened? We’ll explore some potential ways you can safeguard your wealth.
Join us for an in-depth discussion around planning for health care in retirement. With more baby boomers retiring and living longer, the need to plan for and fund health-care expenses in retirement is growing rapidly. We will examine the challenges retirees face, delve into the key components of retiree health care such as Medicare and long-term care, and discuss planning considerations as you enter retirement.
An in-depth, up-to-date review of the current economy and markets. We'll share our thoughts on the quarter and on what lies ahead. What economic opportunities and challenges that lie ahead? Are we “Risk On” or “Risk Off”?