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...