Another Tax Season is Upon Us

After a year of so much uncertainty and isolation for many, we can vow to focus on our physical health and our mental health as we head into 2021.  Having a good financial plan in place will help you create peace around the issue of money and that can translate...

Important Dates and Limits for 2021

Do you start a new year with the initial thought of “what do I need to accomplish and/or what do I want my life to look like in the next 12 months”?  January seems to be a turning point for many as we head into a new year and it is not too late to reflect on our goals...

Harvesting Tax Losses In This Season

As we are quickly approaching the end of the year, I find myself reflecting on the many things I am thankful for. Family, friends, health, and the ability to do meaningful work for wonderful clients to help them create peace around the issue of money are top of mind....