Your biological age or your chronological age – maybe it really is just a number.  Coincidence that we discuss this on Cheryl’s b-day?  An early review of the CARES Act and a potential preview of the Heroes Act.  Quarantine can change the state to which you owe taxes.  Good luck getting life insurance.  Good luck to new grads.

 

Author: Brett Fry

Brett rejoined Forteris Wealth Management this year and is managing our office in Dallas, TX.  While helping clients plan for retirement, education and generational asset transfers, Brett's expertise in portfolio management, managing concentrated stock positions, planning for the sale of a business, and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.