PLANNED SOLUTIONS TAX REFORM ROUND 2 TRUST FUNDING

Published: Sept. 19, 2018, 4:40 p.m.

On this episode of the Planned Solutions Financial Review Podcast we discuss Tax Reform, Round 2. Listen for details on the House Ways and Means committees second tax bill. Insight into Investment Fees and Expenses and how the play a major role in the performance of an investment portfolio. Trust Funding-A Revocable Living Trust as a part of estate planning and the transfer of property. Consumer Confidence and at a cyclical high, but what does it really mean to the economy? Plus a look at the Planned Solutions Incorporated Office Bulletin Board- Chase contributed to the mid-year update of the Sacramento Business Review (SBR).