Click here to download the 2024 Tax Planning Table!


Client newsletter! - Read More


SECURE Act 2.0: What you need to know about new retirement savings and distribution rule  - Read More

On December 29, 2022, President Biden signed into law the Consolidated Appropriation Act of 2023. Included in this Act is SECURE Act 2.0 that is primarily aimed at helping boost retirement savings. Those saving for retirement and retirees can potentially benefit from this new legislation, as well as small business owners.

2023 Wells Fargo Investment Institute - Outlook Recession, recovery and rebound - Read More

We expect U.S. and global economies to face a moderate recession through the summer in 2023 followed by a second-half recovery capable of extending into 2024. More trade-sensitive, manufacturing-oriented economies abroad are bracing for a steeper economic slowdown from interest-rate increases and market liquidity pressure potentially more serious than in the U.S.

Charitable giving strategies - Read More

Evaluating your charitable giving strategies to maximize your tax benefits is more important than ever with the continuous tax law changes. The following information discusses various charitable giving strategies and tax rules to review with your tax advisor.


Estate planning strategies: 5 actions to consider now - Read More

Follow this checklist to help make wealth transfer planning a more positive experience. The estate planning process can be overwhelming, and considering what will happen when you or your spouse passes away can be uncomfortable. But getting the process underway now can help you make arrangements for your wishes to be fulfilled while avoiding any unwelcome surprises for your heirs.

Wells Fargo Investment Institute - Take a Deep Breath - Read More

Key takeaways - we believe the financial markets are pricing in much of the bad news we expect to hear in coming months. Seek to take advantage of this correction and any further downside that may occur by incrementally putting cash to work.

Protecting those you love - A guide to identifying and avoiding elder financial abuse - Read More

It’s a growing problem — and it can happen to anyone - It’s easy to understand why elderly individuals are targets for financial abuse. They may have significant assets or equity in their homes and usually have a regular source of income such as Social Security or a pension. They also may be especially vulnerable due to isolation, cognitive decline, physical disability, or other health problems.

**NEW** - Tax Planning Guide for 2022 

Tax planning is an important component of your overall financial plan. This guide provides an overview of items to be aware of both now and throughout the year, steps you can take to potentially defer taxes, and options to consider in light of current market volatility and interest rates. As you read through the guide, consider the following questions: Has your tax situation changed from last year?, Do you plan to do any gifting this year?, Do you have any estate planning concerns?, Do you need to make changes to your estate plan?, Are you taking advantage of current strategies to maximize your retirement income?, The guide highlights various strategies that potentially could reduce or defer taxes.

2022 Mid Year Outlook - Wells Fargo Investment Institute - Read More
On December 29, 2022, President Biden signed into law the Consolidated Appropriation Act of 2023. Included in this Act is SECURE Act 2.0 that is primarily aimed at helping boost retirement savings. Those saving for retirement and retirees can potentially benefit from this new legislation, as well as small business owners.