Skip to content
Charlie Jordan, CPA, CFP®, CeFT® Sep 30, 2021 5:20:00 PM < 1 min read

The Biden Tax Plan & Your Retirement

We take a look at the relevant provisions of the recent tax law proposal from Congress and what those nearing or in retirement should keep an eye on as the legislative process plays out this year.

Subscribe to Brightworth on Youtube and hit the bell icon to be notified when we post a new video. 
avatar

Charlie Jordan, CPA, CFP®, CeFT®

 Charlie's passion for integrating retirement, estate, and charitable giving strategies provides his clients with enhanced clarity and purpose for their wealth.

RELATED ARTICLES

Lisa Brown, CFP®, CIMA® Jan 10, 2022 4:56:18 PM < 1 min read

Taking Stock: ADHD and Working Professionals. It's Not Just Kids!

Episode #25 ADHD and Working Professionals. It's Not Just Kids! People often associate ADHD with boys who "act up" in class, ...
Start Reading
Lisa Brown, CFP®, CIMA® Dec 17, 2021 1:00:50 PM < 1 min read

5 Last-Minute Financial Moves For Working Professionals

The year is coming to a close, but before you turn on your Out of Office reply, make sure you’ve wrapped up your personal ...
Start Reading
Lisa Brown, CFP®, CIMA® Nov 29, 2021 11:51:58 AM < 1 min read

Taking Stock: Resigning and Hitting the Reset Button with Jenessa Broderick

Episode #24: Resigning and Hitting the Reset Button with Jenessa Broderick It might look to others like you have it all, but ...
Start Reading