Wealth-Planning Moves for 2024
As published in Rethinking65 Tax Cut and Jobs Act (TCJA) provisions are set to expire in less than two years. Making changes to position clients may take a lot of time. By Mallon FitzPatrick and Alicia Denton January 26, 2024 – Last year brought higher yields, changes to retirement and 529-plans, high inflation, and hopefully […]
Market Update
By David Matias January 26, 2024 – As we start a new year with new hopes, I can only say that I’m happy that 2023 is behind us. It may have been a good year on the surface — markets are up and accounts are making money — but on a more human level it […]