Five Resolutions Investors Can Actually Keep in 2022 By Laura Webb, founder and CEO of Webb Investment Services, Inc. It’s the season for resolutions. The approach of a new year kicks off a period of reflection on the changes people want to make regarding their lifestyle choices. Lose weight? Eat healthier foods? Exercise more? There are resolutions for that. Easy … Read More
2021 Year End Message
2020 and 2021 have been a wild ride for everyone. As we reflect on the last year and look forward to the next, we would like to share with you a few lessons we have learned. Watch below to hear more.
Temporary Tax Breaks Can Sweeten Your Year-End Generosity
Read how the pandemic relief policies expanded benefits for generous gift givers with IRS gift limit in 2021. There is also an increase lifetime gift tax exemption for 2021. Temporary Tax Breaks Can Sweeten Your Year-End Generosity Estate and Giving Learn how pandemic relief policies expanded benefits for generous givers in 2021. Signed into law in March 2020, the CARES … Read More