May 20, 2021 | Financial Planning, Questions & Answers, Taxes
It’s no secret there are changes coming to the tax code. President Biden’s tax plans are still in development, but even if we see nothing out of Washington, most of the lower tax rates set under the Tax Cuts and Job Act of 2017 are set to expire at the end of...
Apr 13, 2021 | Questions & Answers, Taxes
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...
Feb 4, 2021 | Financial Planning, Taxes
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...
Dec 3, 2020 | Financial Planning, Taxes
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....
Sep 17, 2020 | Financial Planning, Taxes
Congratulations! You made it to retirement, but saving money in different types of investment accounts is only half of the battle. The other half is how do you get your hard-earned assets back to you in a tax efficient manner? There are a number of retirement...
