2017 End of Year Tips
At this time of year it is very important that you and/ or your team of advisors review your portfolio to ensure you are taking advantage of all opportunities to save and maximize where ever possible. If you can, look to defer …
Retirement Plan Tricks or Treats
While many are anticipating the upcoming tax reform proposals to have a major impact on our tax structure, it could have some serious ramifications on our 401(k) and/ or other retirement plan strategies as well. As we prepare for “the biggest tax …
Four Season of Tax
It should come as no surprise that I believe the tax season does not end on April 15th. In fact the time before and afterwards are actually the most important part of the journey. When you properly plan and prepare throughout the …
Render Unto Ceasar…
While this time of year is one of my busiest, it’s also one of my favorite times. It’s strange for many but I really enjoy “crunching numbers” with the end goal of helping all of my clients maximize and take advantage of …