"I am thrilled to become part of a well-respected firm and bring my knowledge and experience in the field of tax to provide any number of related services to Tarbox clients."
Earlier this year, Laura Tarbox was interviewed by Stephanie King about the importance of asset allocation. Listen in to learn more about how the mix of assets in your porfolio impacts future returns.
Just as 2022 ended, Congress made significant changes to retirement savings rules and programs when it passed the SECURE Act 2.0. Read about them here...