Year-End Planning Strategies

It’s that time of year again and we know what’s on your mind. No, not exercising off the extra five pounds from this year’s Thanksgiving feast. It’s time for year-end planning to set yourself up for success in 2022. As you have heard us say countless times before, so...

Strategies to Reduce Taxes in Retirement

How to invest tax efficiently in the higher tax environment with the looming tax changes The debate about tax policy and infrastructure spending continues to heat up in Washington. President Biden is close to getting his spending bill passed in Congress and as a...

2021: What Documents Do I Need To Keep?

As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions: If you have any questions about this topic or any other related...