Financial Planning Matters & Articles

Primary topics will include Estate & Tax Planning. Occasionally other matters relating to financial planning, in general, will be covered.

  • First MPG Post – New Site

    July 31, 2019 by

    Welcome! This first post isn’t going to be anything too exciting, but rather just a testing ground for real material to be posted here shortly. I’m excited to get this site going and my goal is for this place to be informative and a great reference for anyone to utilize. Many people are confused, or… Read more

  • Updated: Qualified Opportunity Zones (QOZ/QOF)

    December 28, 2019 by

    So, as of December 19th, 2019, the Qualified Opportunity Zone investment has been updated (for the final time). This is good news as much of the past iterations have been vague or left unanswered. The major updates are, as expected, requirements that must be met to qualify as a Qualified Opportunity Fund (QOF), and also… Read more

  • Second Welcome Needed

    December 1, 2019 by

    First, it’s been a minute since I’ve posted. I never claimed to be good at posting often. I’m trying and that’s important. It’s been a slightly hectic last few months and that’s what has kept me silent. There are some things I’d like to share, but I first need to gather my thoughts and compose… Read more

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