Newsletter & More

Over $10.9 trillion of today’s current assets are controlled by women and it’s expected to grow to $30 trillion by 2030.**  Grow your business with tips for engaging women clients, prospect profiles, and tools such as email templates, flyers, and presentations.

Another sunset to prepare for is the Provisions of the Tax Cuts and Jobs Act (TCJA) of 2017.  Combine this with the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (which essentially eliminated the “stretch-IRA”) and this could mean a potential increase in taxes for your clients

If spring skiing/snowboarding in the sun on fresh powder is what you’re after, we’ve got you covered!  This spring also brings the new amendments to AG 49A that will go into effect May 1st, 2023.