The Russian military invasion of Ukraine this week added more uncertainty to capital markets in what has already been a volatile year.
Most of us know that net worth, or a personal financial statement, is a report that summarizes what we own and what we owe. But why do we spend time updating this report with our advisor and inquiring about assets and liabilities? Knowing your overall net worth is an important piece of the planning puzzle and helps to shed light on your overall financial health.
With the end of 2021 quickly approaching, there is still time to take advantage of many tax planning opportunities for this year. Below are several planning ideas that may be applicable to you and your family.
MCF is pleased to announce the addition of Shannon Dalcour, Client Associate, and Matt Rose, Associate Advisor.