Rethinking Financial Planning: 2021 and What to Expect with the New Administration

Christina Lindsey Orta and Alissa Kroeger from Ascent Wealth Management join Estate Planning Lawyer Jim Cunningham for an in-depth discussion on financial planning in 2021. With political change and one party in control, let’s PLAN for income tax rates, gift tax changes, estate tax changes, and much more . Remember, it will be much easier to get through a tax increase than a tax cut!

Everyone expects the new Administration to bring plenty of economic change, and quickly, to America. What do we know so far? How will these shifts affect your portfolio? Is it time to rebalance? How long will it take to see a positive, widespread economic effect from the vaccines? What new investment opportunities have already appeared? How should you react? An up-to-the-minute analysis.

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