tax planning

How Could the Capital Gains Tax Affect You?

Do these proposed changes really only affect high-income earners and the wealthy? On today’s episode, we look at recent changes and proposals that could impact your finances.

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End of Year Financial Checklist + Market Update

We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you do that, there are some financial items you should review before the calendar turns to January. We’ll run through a list of five planning considerations on this show, and we’ll also get Don’s thoughts on the recent surge in the market.

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