The $1.9 trillion American Rescue Plan Act of 2021 was signed into law on March 11th, 2021. This is the third stimulus package passed since last March and follows the $900 billion Coronavirus Relief Bill in December 2020 and the $2.3 trillion Cares Act in March 2020.

Mark Collard, CPWA®, AIF®, CIS, EMBA of Landmark Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.

Lindsay Glassman, CPA, CFP®, AIF® of Landmark Wealth Management has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company.

Landmark Wealth Management is pleased to announce that Joshua Kaplan, CFA®, CPWA® has earned the designation of Certified Private Wealth Advisor®.

The recently passed $900B Coronavirus Relief Bill has a number of items affecting individuals, families, and businesses. We have reviewed the Consolidated Appropriations Act of 2021, which provides Federal government funding through September 2021, and extends and amends various tax provisions and addresses several other financial planning issues. Here is a summary of the key …