The Spring 2024 financial planning newsletter is now available. In addition to the investment market update, we include financial spring cleaning ideas and links to some of our team’s favorite financial podcasts. We also provide a gentle nudge on keeping your estate planning up-to-date, along with some beneficial (and free) estate planning add-ons you may wish to consider. The newsletter also shares updates on our team and planning ideas related to the upcoming potential sunset of the 2017 tax cuts and jobs acts. Click here to read the newsletter.