Your Plan There’s work involved by you in creating the plan, and when you see it, you may gain a sense of empowerment. Perhaps you’ve been concerned about outcomes, and now you can see them in black and white, better or worse than you thought. As much as this can be a drum roll moment, your plan is a living breathing part of your life. You’ve lived your life and you know things haven’t always worked out exactly as planned. In the end, your plan may make you better prepared for a variety of outcomes.And you won’t be alone. Together we’ll celebrate each of your goals, large and small and make adjustments for all the “bouquets of roses and potholes of life” that come your way. Just as your outlook on your future is changing because of your plan, your plan begins to change the minute you take it home. And we’re here to guide you through those changes.These articles and others on our website may help you build on your plan and create a library of knowledge and reference for you. A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.“Dirty Dozen” Tax Scams to Watch For Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government.A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.Be sure to check back often as we update the articles frequently. To start building your plan, please contact Ellen at 614-880-0064 or submit your questions for Ellen using this form: Name Email Phone Question Thank you! Oops!