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We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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Recent Blog Posts

We make personal finance easy to understand

The “Tax Cut and Jobs Act”: Tax Reform and What It Means to You

Posted by Jim Moore on Dec 20, 2017

As the year winds down, Congress has been feverishly working to pass its final tax bill, the “Tax Cut and Jobs Act.” With the passage of the bill in both the House and Senate this week, the signing of the bill by the President will enact into law the most significant...

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Health Insurance Landscape for 2018 for Those Not Covered by an Employer Plan

Posted by Bill LaChance on Nov 28, 2017

Anyone who follows the news is aware that the last several months have been tumultuous for the individual health care market primarily served by carriers offering plans under the ACA (Obamacare). But the law survived, and we are now in the open enrollment period for...

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Introducing Jim Moore who will be joining WJL Financial Advisors

Posted by Bill LaChance on Oct 11, 2017

I am using this blog to announce some exciting news. Jim Moore will be joining my firm. Below he’ll introduce himself and talk a bit about why he chose this path. Jim and I were co-workers back in my public accounting days and like me spent many years in corporate...

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