The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and give employees the option to enroll in these benefits. If you are contemplating new benefits and changes to your beneficiaries, give me a call so I can ensure your beneficiary designations work as expected with your current estate plan. READ MORE
Monthly Archives:: October 2018
Your 2018 Taxes – Get Started Now
While we are not yet at the end of the year, even though it is fast approaching, now is a great time to take a moment and start your year-end tax planning for 2018. It is particularly necessary this tax year because of the changes to the tax law that became effective in 2018. READ MORE