If you’ve been watching the markets, you’ve likely felt the rollercoaster of economic shifts that have unfolded. From trade wars to heated debates about the size of the federal workforce, the first few months of…
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A Primer On Tariffs
With trade policy unsettling markets at the start of the second Trump administration, it’s important to understand tariffs—what they are, how they work, and the bigger economic and political effects they bring. While they can…
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Tax Filing Considerations | Fortress Wealth Planning
As tax day approaches for those filing by April 15, it’s important to start preparing if you haven’t already—especially for those who won’t be filing extensions. Whether you’re self-filing or relying on a tax professional,…
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Estate Planning | Post-election Updates
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced significant changes to both tax and estate planning, reshaping the landscape for individuals and businesses alike. With the current administration’s anticipated push to extend the…
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Year-In-Review | Fortress Wealth Planning
As we reflect on the past year, we are proud to share the growth our firm has experienced, a direct result of the trust and partnership we have built with each of you. Your confidence…
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Fortress Wealth Planning | Year-end Considerations
With year-end deadlines quickly approaching, now is the time to review your financial and tax strategies. To help you prepare, we’ve highlighted a few key items to consider before January 1st to ensure you’re making…
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**Election Special** | Fortress Wealth Planning
As elections approach, speculation about their impact on financial markets intensifies. However, the election results are only one of many factors shaping market behavior, and short-term volatility often arises from a complex mix of economic…
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September Newsletter | Our Top 3 Underrated Planning Strategies
As we enter the final quarter of 2024, it’s a great time to explore some often-overlooked tax planning strategies. September and October are ideal for this, giving you a few months to implement these strategies…
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Mitigating the Impact of the “Widow Tax”
Financial planners often use the term Widow Tax to describe the situation where a surviving spouse inherits tax-deferred retirement accounts from a deceased partner, potentially leading to a substantial tax burden. This issue primarily arises…
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August 2024 Newsletter | 8 Key Themes to End 2024
As we enter the final weeks of summer, we wanted to share a concise update on eight key themes we’re currently focusing on in the financial markets, along with the strategies we’re implementing as we…
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