Then and Now

Ten years ago, Lehman Brothers filed for Chapter 11 bankruptcy, sending equity markets and ultimately the economy into a tailspin. Now, household income is at record highs, wage growth is the fastest in a decade, and average 401(k) and IRA account balances top six figures for the first time on record. But are Americans better prepared for retirement today than they were at the front of the Great Recession?….

A New Tax Landscape

The Tax Cuts and Jobs Act of 2017 made some big changes United States' tax code. This new law will affect every income tax return filed from 2018 to 2025 (when the individual provisions of the Act are scheduled to expire). With a little over 3 months left in the year, it never hurts to start planning for taxes…