Ep 78: Potential Tax Reforms Part 2

The Setup: What changes are being proposed in Congress when it comes to lifetime exemptions and the step-up in cost basis? While many of these changes are not set in stone, we want to keep you updated and prepared. The Combination and Key Points:  On this episode...

Ep 77: Potential Tax Reforms Part 1

The Setup: You’ve probably heard a lot about tax reforms recently. How will these proposed changes impact your portfolio? What can you do to protect yourself? The Combination and Key Points:  On this episode of Unlocking Your Financial Future, we are going to discuss...