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#financialplanning

“Build Back Better” Tax Plan Update

Yesterday afternoon, the newest version of the “Build Back Better” Tax Plan was released. While this is only a proposal it is worth noting that there are several major changes from the version of the bill…

Understanding Conservatorships

Written By: Mac Frasier Director of Planning, Advisory Services   As shocking as this maybe I would not consider myself to be someone who is up to date with the latest happenings in pop culture.    However,…

Education Savings 101

Written By: Mac Frasier Director of Planning, Advisory Services   Graduation season is upon us, and while many parents and grandparents of recent college grads may be celebrating, other parents now face the upcoming reality of…