Why Tax Planning Matters
Check out the PDF below on Why Tax Planning Matters. Please bring a copy of your most recent tax return to your next review meeting, and we can take it from there.
Spring Cleaning for Finances
As the emergence of the spring weather reminds us to clear the clutter from the closets and spruce up the yard, our finances often need a spring cleaning, too. Perhaps no month is timelier for honing financial knowledge than April. Perched perfectly between the winter...
Key Financial Data 2022
If you are interested in the new numbers affecting taxes, retirement contributions, health savings, Medicare, and more, please read our download the PDF below to have on hand.
Insights Regarding Inflation
An economic reality on the minds of many these days is inflation. Due to a worldwide pandemic, our economy was largely shut down. Subsequently, money was distributed to the American people to avoid recession. Now the challenge is that as demand...
MFS Webinar Notes
On September 30th we had the chance to host a Zoom webinar with Jason Piper, Director at MFS Investment Management. We hosted a Q&A whereby listeners sent questions via Zoom’s “chat” function, and Brian Mars & Scott Jewett forwarded these questions to Jason....
