On August 7, 2022, the U.S. Senate passed the Inflation Reduction Act (IRA) of 2022 (H.R. 5376) with a 51 to 50 tally,...
Lauren Detering Friday, MT, CFP®
Articles by: Lauren Detering Friday, MT, CFP®
Estate Planning Your Child Needs Once They Turn 18
You may still consider your 18-year-old a child, but to the world, they are an adult. As your child graduates from...
2021 Year-End Planning Checklist
2021 has been a year of mixed emotions, having confronted many challenges and uncertainties around proposed...
Build Back Better Act: What’s Out, What’s Still In, and What’s New
After months of negotiations between moderate and progressive Democrats, on November 2, 2021, Congress released the...
How the Build Back Better Act Proposals May Impact Your Estate Plan
President Biden and Democrats in Congress have been working on a $3.5 trillion spending and tax package, and the...