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 is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.