End-of-Year Tax Planning Checklist

I don’t think anyone would argue that the last three tax years have been bizarre, to say the least. From Pandemic-driven extensions to the tax filing date to stimulus payments, the American Rescue Plan, student loan forgiveness, IRS staffing shortages […]

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Don’t Just Wish … Plan.

Schedule your tax planning session now, and reap the benefits later. “A goal without a plan is just a wish,” wrote Antoine de Saint-Exupéry. However, when it comes to our taxes — particularly for self-employed individuals — we’re often left […]

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How to Make Savings a Habit

Tips for saving more money and watching it grow. Lately, it seems we’re constantly bombarded with terrible news, from ongoing public health concerns to the war in Ukraine, and, of course, inflation. Fortunately, many of us saved record amounts of […]

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