Tax Planning Season is Never Over

As we surpass the “official end” to tax season, as advisors we need to remember that tax planning season is never really over as much of our advice throughout the year has to take taxation into account in some way.  Chris Wholehan, President Wholehan Marketing...

Protection Against Inflation

Jack Nachtrab Life Insurance Consultant As of 5/31/21, the Consumer Price Index (CPI) was up 5% on a trailing 12-month basis. This means the cost of everyday goods are getting more expensive and a dollar doesn’t go quite as far as it did a year ago. People are feeling...