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....

2020 Year End Checklist

It’s hard to believe that 2020 is almost over. Normally we get a little nostalgic this time of year as we reflect on what has transpired so far. Not this year! We couldn’t be more excited to close the books on 2020 and get a fresh start in 2021. Hopefully, there is a...