Can Financial Planning Be ‘Set It and Forget It?”
Set It and Forget It Why Financial Planning isn’t a One-and-Done Exercise Nearly all of us have seen the legendary Ron Popeil championing the benefits of his Ronco Showtime Rotisseries and can hear his catch phrase, “Set it and forget it.” In a world where we like to do things once and not worry about […]
Tax 101 – Higher Taxes in 2026?
Higher Taxes in 2026?: What is the TCJA and what does its sunset mean to you? The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most significant pieces of tax legislation in our lifetimes that you probably never heard of. Why? Because tax law is boring, and the tax code […]
