We want our clients and community to be updated on the current financial environment. We will use this Blog to share our insights.
The Internal Revenue Service reminded taxpayers of a special new provision that will allow more people to easily deduct up to $300 in donations to qualifying charities this year. Following special tax law changes made earlier this year...Read More
Election season has prompted some people to reconsider their investment strategy. In fact, 45% of consumers with $100,000 or more investable assets were expected to make changes to their portfolio due to the 2020 presidential election...Read More
The economy was the top issue for voters in 2020. Voters' top three economic concerns included: international trade, corporate taxes and climate change. Allow us to explain how Trump and Biden influence these areas of concern.Read More
As parents and students prepare for college this fall, we want to share two documents to keep in mind: a Heath Care Proxy and FERPA waiver. 1) A Health Care Proxy gives parents of children 18 years or older health care information...Read More
Time Wise Financial, LLC will be sharing a new video every Thursday. To start we will be sharing the commonly found 8 Wealth Management Issues. These videos will help any and everyone to better understand all the aspects of financial...Read More