I know tax season feels far off but now is the perfect time to start getting your tax planning off the ground. Getting started now can help you know what your tax liability is shaping up to be, start working on strategies to reduce the taxes and spread out the tax...
Happy July! We are now in the second half of 2025. Q2 2025 investment markets, overall, have performed positively with the exception of small company stocks. (See far right “YTD” Column). Q2 quarter’s performance was led by international developed market stocks (DM...
“Courage is not the absence of fear , but the capacity to act despite our fears.” ~ John McCain We will be closed tomorrow, July 4, 2025. We hope everyone has a safe and happy holiday weekend. We look forward to serving you when we return! Schedule a...
Knowing that Amazon’s Prime Day(s) starts Tuesday, July 8th and runs through Friday the 11th, I’d thought we’d give you some money saving ideas that we use. Use Rakuten to get money back on your purchases. To date, I have gotten over $1,700 back from purchases. Just...
Planning doesn’t just have to be about retirement. There are many big events that require planned saving. The earlier you start planning, the easier they are to manage. You might be wondering…besides retirement, what should I be saving for? Education: kids...
