In our first episode of "Between the Head & the Heart" we are digging right into a heavy and complicated topic: Taxes!

Glenn Frank, Tax Investment Strategy Director at Lexington Wealth, explains in simple terms some of the most important changes that Congress passed last December. Our conversation focused on 6 main areas and the related planning points in an attemp to simplify the conversation. Please download or read the summary here: LWM Insights - Tax Reform Insights & Planning Points

We hope you enjoy his candor and the insights he provided during the interview. Please reach out to us if you have an questions and suscribe to this and our other two podcasts. We really value your feedback! 

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Thanks for listening!

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