Are you ready for the journey?

Investments on December 11, 2019Tags: /

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It’s hard to be ready for the journey when you ignore the road ahead… Road conditions are paramount to any journey.  People prepare by periodically maintaining the upkeep of their car’s fluids, brakes and tires.  Because the best way to handle unforeseen events is to proactively prepare. Your investment portfolio is no different.  The road [...]

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“FALL” Into Some Beneficial Tax Planning Strategies

Tax on August 28, 2019Tags: / / /

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Now that the summer months are behind us, it is time to start thinking about Fall – cooler weather, apple picking, pumpkin spice and…..tax planning. There are many tax planning strategies that you can explore NOW that can potentially save you some tax headaches later. Did you have a large “life-event” or major purchase?  It [...]

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