by dkelley | Jan 28, 2020 | blog
Secure Act Passes Into Law Now What? This tax act has many implications we will highlight a few from a high level. We recommend 2020 as a time to review the personal and business plans you currently have in place. The first, and in my opinion, biggest impact is the...
by dkelley | May 1, 2018 | blog
College Planning – It’s Never too Early to Begin One of the greatest investments you can make is in your children’s education. A high quality education can be essential in helping your child get off to a successful start in their career. When preparing to save for...
by dkelley | Jan 23, 2018 | blog
New Year…New Tax Changes New Year, new Washington is what 2018 is shaping up to look like. The 2017 year was an important one in Washington that promises to carry forward changes to each and every American tax payer in 2018 and beyond. One of the most notable changes...
