Year-end

National Update: Changes Ahead – Taxes

Blind spots, Blog, deductions, Facts, Financial, Information, National Issues, Planning, Preparation, resources, Social Security, Tax Planning, Year-end / By

What do they say?  The two things we cannot avoid are death and taxes?!  Taxes are the topic we will consider today.  Taxes touch our lives when we make money, spend money, own property and invest.  As we approach Q4, let’s consider a few specific areas to review to make sure we are on target […]

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Year-end Tips

Blog, Curiosity, Financial, Goal Setting, Life, Little things, Planning, Possibilities, Tax Planning, Time of reflection, Year-end / By

This time of year affords us an opportunity to reflect upon the year.  What worked well this year?  What tweaks may we make for next year?  Are there areas of opportunity to explore next year? Year-end tips and tricks from the experts include specific areas of review.  Here are a few areas you may wish

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