Download our 2 page summary on the key provisions effecting individuals.
Download the 2022 Financial Planning Update
We hope everyone had a lovely holiday season and are staying healthy as we welcome the New Year. This is hopefully the conclusion of our “Socially Distant” COVID-related series of quarterly letters. What a year it has been, and we finally have a light at the end of the tunnel with multiple, effective vaccines rolling out in full force as we speak.