February 18, 2025 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for February 18, 2025

2024 Tax Filing Made Easy – Key Documents & Expert Filing Tips

Radon and Murs discuss tax season preparation with their in-house tax strategist, Taylor shares expert insights on essential documents, filing strategies, and common tax mistakes to help make tax filing easy and efficient. Whether you’re planning retirement tax strategies or determining how to file taxes effectively, this episode will help you navigate tax season with confidence. …..

2024 Tax Filing Made Easy – Key Documents & Expert Filing Tips

As April approaches, many people start preparing for their 2024 tax return. To provide expert insights, we spoke with Taylor Wolverton, an in-house tax strategist at Peace of Mind Wealth Management. Taylor specializes in helping individuals understand their tax situations and develop strategies for both short-term and long-term tax benefits…..