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    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
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  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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933 Falmouth Road ~ Route 28
Hyannis ~ MA ~02601
Office: 508-775-6010 or 800-241-4117
FAX: 866-554-0534
jgoldman@kcdfinancial.com
info@goldmaninsurance.com
Securities Offered Through: KCD Financial, Inc.
Member FINRA & SIPC

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