Strategies for managing your money amid tax reform

December 6, 2017

“Having a holistic wealth management plan in place is a key element for building a successful financial future. Tax planning is a vital piece of the puzzle, but it can have ripple effects in other areas of the financial picture. Although it is difficult to anticipate the outcome of pending tax legislation, having a plan in place will help ensure the best outcome amid any changes that ensue.” For strategies to consider for managing your personal finances, read To Manage Your Money Amid Tax Reform, Channel Your Personal CFO by BDF’s Matt Kocanda. This article originally appeared on Middle Market Growth magazine’s website November 30, 2017.