There are a few things I know. Today's families' financial lives feel more complicated than ever and many admit they have no idea how to plan for their financial independence. A large majority of retirees regret not beginning their planning earlier. They may have had good insurance, legal and tax advisors but most often these advisors don't work together. This lack of coordination has led to conflicts in achieving their financial goals. Let our comprehensive planning work for you. Contact us for a complimentary meeting to show you how.
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While the new Republican tax legislation is called the Tax Cuts and Jobs Act (TCJA) there will be no tax cuts for folks divorcing in 2018 and the message is hurry up!