Monthly Archives April 2018

April is Financial Literacy Month. Here Are the Top 10 Things You Should Know.

Tax reform changes a lot of things starting in the 2018 tax year. (And a lot of the new law sunsets in 2026, returning to 2017 levels.) Under the new tax law passed last December—the “Tax Cuts & Jobs Act”—some of the changes include new tax brackets, new limits to mortgage interest deductions, lower deductions for local property/sales taxes, higher standard deductions, higher estate tax exemptions, and more. We suggest that you meet with both your financial advisor as well as your tax professional to see how you will be affected, and how you might best prepare for 2018 and
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Categories: Financial Literacy.