Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. Thu, 11/12/2015 - 11:10. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end.

Planning 52

Planning Taxes Distribution Medical 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. People may have to continue their health insurance coverage through COBRA , enroll in a spouse’s health plan, or shop for insurance through the marketplace. Retirement plans. hence why those topics are addressed earlier in the blog!).

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. People may have to continue their health insurance coverage through COBRA , enroll in a spouse’s health plan, or shop for insurance through the marketplace. Retirement plans. hence why those topics are addressed earlier in the blog!).

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52