Included in the Senate’s recently passed tax bill is a provision that would make 529 plans much more useful. As a refresher, 529 plans are tax-advantaged savings programs designed to help families set aside funds for future education costs.
In September, the Federal Reserve Board released their triennial Survey of Consumer Finances (SCF) which - collects information about family incomes, net worth, balance sheet components, credit use, and other financial outcomes.
As the year winds to a close, taxes and gifting starts to be part of many investor’s conversations.
It has been about a year since we launched our new client portal. Since then, we have continued to make changes based on client feedback to ensure the site contains the information you want most.