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Tax Planning


A Looming Tax Problem?

By: Matthew D. Kelly, CFP®

In my last article, I outlined the noteworthy adjustments to our tax code under 2017’s Tax Cuts and Jobs Act. For most, the new tax reform will result in paying less taxes to the government. Great […]

2018 Tax Law Changes: What Do They Mean to Me?

By: Matthew D. Kelly, CFP®

Taxes are painful. Taxes are constantly changing. Taxes will never ever go away. Wow, what reassuring and uplifting sentiments! Unfortunately, these are undeniable truths. The recent changes under the Tax Cuts and Jobs […]

A New Year’s Resolution

By: Matt Kelly, CFP®

It’s that time of year again. The snow has started falling. The holidays are seemingly stacked on top of one another. We have time off from work and our busy schedules. And, the days […]

Six Estate Planning Focuses for Unmarried Couples

By: Trina Brown, Financial Planning Analyst

According to the Pew Research Center,1 the percentage of adults presently married in the United States declined from a high of 72% in 1960 to a low of 50.5% in 2012. At the same time, […]

Tax and Estate Planning Throughout Retirement

By: Michael A. Montileone, CFP® and Chris P. Wieder, CFP®

There are many life changing events that occur in a lifetime with retirement normally being in the top five. In addition to being assured that […]