Best planning ideas for the rest of 2022

As we are now through the first half of 2022, there are plenty of challenges and struggles with which we and our clients are dealing with including a time of rising rate and inflation. When these challenges are combined with the uncertain outlook for tax legislation in a gridlocked Congress, it makes for a challenging planning environment. In this professional insight, Lyle Benson, Jr. CPA/PFS CFP outlines personal financial planning strategies for your clients including income tax, estate, and retirement