Your Financial Journey
Helping You Make Better Financial Decisions
Volume 23
Taxes
Will you be paying more in taxes next year?

Let’s ask the question in another way. Since politicians have taken aim at high earners: Are taxes going to rise for the wealthiest taxpayers? Clients usually ask, “How will this affect me?” or “Will I be ensnared by Congress’ definition of wealthy?” If proposed changes in the tax code that passed a House committee are enacted into law, those that are wealthy, as defined by lawmakers, will likely see their taxes rise. Read on...

Year-End Planning
Your Guide to Year-End Financial Planning: A 10-Point Checklist

From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start organizing your finances for the new year. New rules related to the pandemic, coupled with tax and retirement changes that carried over from last year, means there’s a lot to consider. This checklist highlights some key points to help guide you as you get started.
Monthly Webinar
JP Morgan's 4th Quarter Guide to the Markets on Thursday, Oct 21st at Noon

Join us as Brittany Wells, Internal Client Advisor at J.P. Morgan Asset Management, reviews the current state of our markets and economy and lend institutional insight into what lies ahead in for 2021 and beyond.

Click on button below to pre-register, or to join the webinar.
Market Review
Q3 3rd Quarter Period Stock Market Ticker Words 3d Illustration

Dimensional Funds Advisors (DFA) Quarterly Market Review for 3rd Q 2021 Now Available
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703-891-9960

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
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