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2018 Planning Guide

2018 is a year of change due to the Tax Cuts and Jobs Act. These changes were voted on in the last week of December 2017 and are reflected in our 2018 Planning Guide.

The Guide includes relevant planning-related information that we find helpful as we work with families to manage their wealth. This includes various tax brackets, thresholds, limitations, and exemptions for 2018.

Speaking Engagements

The Hollander Group values education and is happy to help institutional clients and community groups who wish to provide educational events for their members, boards and donors.  We can speak and/or provide expert speaker resources on a variety of topics such as those listed below.

  • Charitable Giving

  • Estate Planning

  • Market and Economic Outlook

  • Investing

  • Social Security Planning

  • Retirement 101

  • Family Wealth Management

Social Security

Maximizing social security benefits is an important aspect of a family’s wealth plan.  There is more to consider than simply selecting an age to begin receiving benefits.  As you approach this decision, The Hollander Group can run detailed analysis based on your historical earnings history and provide seasoned advice to help you evaluate your options.