2025 Tax Law
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This is a quick summary of many of the changes that impact individual taxpayers. This list is not exhaustive and only meant as a starting point to understand the plethora of changes. Sources used to create this list include the … Read More

Investing in a Time of Uncertainty
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So far in 2025 we have seen a Bear Market (a 20% decline from recent highs), as well as a recovery that has the potential to be the fastest on record (2020 the Bear Market recovered in four months, as … Read More

Social Security Fairness Act
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On January 5, 2025 the Social Security Fairness Act was signed into law. The law does away with the Government Pension Offset and the Windfall Elimination Provision. These two provisions to Social Security reduced the benefits received by government employees … Read More

AGLS437
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Notes for AGLS 437 by S. R. chapter 7 agls 437 chapter 8 notes agls 437 chapter 9 agls 437 chapter 10 agls 437 chapter 11 agls 437 chapter 12 agls 437

30 Minute Meeting
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Select a date and time below that works for you to meet with us. You’ll receive an email confirmation right away with details about how we’ll meet. This meeting will take place on Zoom with the link that is emailed … Read More

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