2021 Financial Planning Guide

Written By Jennifer Nelson

Our 2021 Financial Planning Guide is now available. It includes notable updates for 2021, including a look at the Consolidated Appropriations Act, 2021 (CAA) and the likelihood of near-term tax reform. The Financial Planning Guide also provides up-to-date information in the areas of:

  • Tax Planning

  • Retirement Planning

  • Social Security & Medicare

  • Estate Planning

  • Education Planning

  • Risk Management

  • Cybersecurity & Fraud Prevention

Jennifer Nelson
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Quarterly Considerations - Fourth Quarter 2020