Tax Reform: What is your Business Strategy? A magnitude of tax tables and graphs show how our deficit is projected to increase by $1.46 trillion. The key impacts of the tax reform are in three main areas.   Corporations: Huge corporate tax cuts from 35% down to...

A couple weeks ago, I had a lunch meeting with a client who was confident about his children's 529 plans. He loved the fact that the gains in the accounts are not taxable as they grow, and tax free if used for higher qualified education. In fact, I reminded him that...

Why use a Wealth Management Firm by Jeffrey LaBelle Many investors consider themselves "do-it-yourselfers" when it comes to investing. This may be effective if the investor is well schooled and disciplined. Yet, it is common that many individual investors common fault...

GOP Tax Reform - Eliminate the Estate Tax by Jeffrey LaBelle The GOP tax reform framework proposes eliminating the federal estate tax and GST tax. Without discussing the potential benefit to the tax payers, let's address the possible ramifications to the insurance...