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Helping Heroes Retire

Helping Heroes Retire

Archive: February, 2021

Personal Finances Possible Tax Law Changes and How They Could Impact You

Posted on February 11, 2021 by Tad S

It is official the Democratic party controls both houses of Congress as well as the White House.  This article aims to address the tax changes that they might propose as well as provide insight as to when they might go into effect.  Assuming that some version of the Biden Plan is passed into law, one… READ MORE

Personal Finances Is Your Financial Advisor Doing the Right Thing?

Posted on February 5, 2021 by Gregg Brant

Financial Advisor, Investment Advisor, Broker, “guy”. These are all terms that seem to be used interchangeably when talking to clients. While they might all seem to be the same thing, they can in fact be very different in terms of how your advisor is compensated, where their loyalty lies, and the objectiveness of their advice…. READ MORE