We would like to acknowledge the Group’s recent article, “Retire on Your Terms,” featured in the winter edition of IDEAL-LIVING magazine. The article discussed action steps to take prior to retirement, social security planning, investment income planning, and health care. You can read it here.

2017 – what a year! New leadership in the White House brought policy changes, natural disasters devastated the nation, major market indexes continuously hit new highs, and we closed the year out with the signing of the Tax Cuts and Jobs Act into law – the largest tax reform legislation since 1986. How will the new tax law affect you? By now, you’re likely aware of the major tax provisions that will take effect this year. In this post, we aim to address how this monumental ove