While we understand that having a tax discussion probably isn’t #1 on your “to-do” list, we ask that you bear with us for just a moment. Along with mortgages, auto purchases/repairs, and food/entertainment, taxes are right up there as one of our largest expenses. And unfortunately, the Internal Revenue Code is notoriously one of the […]
Complimentary Tax Return Review Read More »
With all the uncertainty in the markets, a negative political environment, a sour international outlook, and the ever present attack of inflation eroding your purchasing power, I thought it would be a good time to focus on the things we can control. Being proactive almost always has its advantages and I wanted to offer a
10 Year-end Planning Ideas Read More »
As 2020 has become one of the most memorable and life-changing years many of us have ever experienced, I want to take this opportunity to share that I am thankful for what I have. I am grateful for my family’s health, our opportunities for laughter, fun, and the ability to enjoy and thrive in what
When a Loss becomes a Positive Read More »
The holiday season is once again upon us! We all have our rituals this time of year. Some of yours may be traveling to another state to enjoy a holiday meal with loved ones, hunting for deals the day after Thanksgiving, attending a local production of the Nutcracker, or waking just in time to watch
‘Tis the Season to…Gift? Read More »
