Ep 12: Financial Planning in Biden's America

The first months under the latest administration in Washington D.C. has already seen a number of changes and proposals laid out that will impact financial planning. Let’s take a look at five of most issues that are being addressed and determine what this might mean for our clients.

Key Points: 

0:43 – Coronavirus stimulus and continued response

5:05 – Infrastructure package

6:04 – Proposed capital gains tax

9:48 – International relationships

11:51 – Climate plan

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Call: 704-216-2260