The fall 2023 financial planning newsletter is now available. We cover an update on the investment markets along with year-end planning reminders. Plus, we cover how to give to charities and your heirs most tax efficiently if you have charitable intent with your estate planning. In addition, we have the AA Pilots corner with financial planning considerations on the new contract. There’s also a listing of the days our office will be closed in the upcoming months and more. Please click here to read the newsletter.