Why Tax Planning Matters

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.

read more
Spring Cleaning for Finances

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...

read more
Key Financial Data 2022

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.

read more
Insights Regarding Inflation

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...

read more
MFS Webinar Notes

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....

read more