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Weekly Economic Update 6-29-20

Can you believe this week is going to be July already? In two weeks, on July 15th, taxes are due. Taxes … Read More

Revisiting The President’s Tax Plan

As we enter tax season, everyone has taxes on the brain. Joel revisits President Trump’s tax plan and examines how it’s affecting clients in its first year. We’ll also feature a discussion on some of the questions you should be asking yourself and your advisor as you plan for retirement.

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