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Wednesday, April 24, 2024

Reviewing your 2023 tax return can uncover hidden opportunities. Download the Tax Review Checklist. This tool will help you find unexpected gems and ensure you are well-prepared for 2024 taxes.

Monday, April 8, 2024

According to estimates from the Internal Revenue Service, firms and taxpayers devote around 8 billion hours annually to fulfilling tax filing obligations. To put this into perspective, if a single company did all this work, it would...

Monday, March 25, 2024

Spring is a great time to streamline your finances. We will guide you through some tips and tricks to simplify your financial life this season. Let's dive in and tidy up your finances. It feels so good to get organized.

Wednesday, March 20, 2024

Hello! As we embrace tax season, whether you're a seasoned tax-time veteran or finding your rhythm amidst life changes, let’s walk through key actions that can make your tax preparation smoother, savvier...

Tuesday, January 23, 2024

As we embrace the start of a new year, sometimes we procrastinate out of fear or anxiety about dealing with what seems too overwhelming. But by taking small steps, you'll conquer the dragon of financial organization. It’s the...

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Monday, January 15, 2024

Ah, retirement - that not-so-distant future state when you have more flexibility to enjoy time with family or dive into your hobbies. But before you start envisioning yourself in that life, let's talk about something slightly less...

Thursday, December 28, 2023

The Gift of Giving: How Charitable Work Enriches Lives. The true measure of wealth ultimately can’t be found in bank accounts or investment portfolios but in the lives we touch and our relationships with others.

Tuesday, December 12, 2023

The end of the year is upon us. Below are a few of the more important year-end things you can do to put yourself in a better financial position.  

Friday, May 5, 2023

Are you looking for tax-efficient ways to support the causes you care about? As we age, charitable giving can become more meaningful, but it's important to understand the tax implications.

Wednesday, April 26, 2023

Looking to optimize your financial future and maximize your wealth? The complex world of finance can be daunting, especially when it comes to navigating the intricacies of tax optimization. Fortunately, there are several strategies you...

Tuesday, April 18, 2023

The financial markets can be an exciting place to invest your money, but they can also be volatile and unpredictable. One of the biggest mistakes investors make is trying to time the market by entering and exiting at what they believe...

Friday, March 24, 2023

The five years leading up to retirement are crucial for preparing for this major life transition. Here are some steps people can take during this time.

Wednesday, February 22, 2023

Pursuing your retirement dreams is challenging enough without making some common and very avoidable mistakes. Here are eight big mistakes to steer clear of, if possible.No Strategy: Yes, the biggest mistake is having no strategy at all...

Tuesday, February 7, 2023

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...

Thursday, February 2, 2023

January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder.

Tuesday, January 10, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0.

Wednesday, October 19, 2022

Taxes, UGH! Many of us feel overwhelmed by the complexity of tax laws. Yet managing how much and when we pay our taxes is critical to achieving many of our goals. To overcome this hurdle we need to identify myths we hold regarding taxes.

Wednesday, September 14, 2022

It’s natural to wonder if retirement planning is worth it. When I am asked, “does this type of planning make a difference?” My answer is: “Well, it depends. But typically, it makes a difference, and sometimes it can make a big difference."

Tuesday, August 30, 2022

Think about a time you were anxious about something, and it turned out to be okay—maybe even better than ok. That’s what happened with Dave and Katie. Taking small steps to plan their financial future led to significant exciting shifts.